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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,036 | $60,305-78.4% | $81,780-84.1% | $74,400-82.5% |
| Participation rate | 54.3% | 62.9%-8.6pp | 72.4%-18.1pp | 67.2%-12.9pp |
| Annual return | 18.91% | 16.89%+2.0pp | 776.27%-757.4pp | 1367.51%-1348.6pp |
| Employer contribution / active EE | $1,437 | $2,623-45.2% | $2,914-50.7% | $2,624-45.3% |
| Participant deferral / active EE | $1,664 | $3,390-50.9% | $4,321-61.5% | $4,348-61.7% |
| Admin fee / account holder | $558 | $1,484-62.4% | $7,384-92.4% | $1,944-71.3% |