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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 | $12,297 | $54,690-77.5% | $76,030-83.8% | $74,478-83.5% |
| Participation rate | 44.2% | 60.3%-16.1pp | 69.1%-24.9pp | 67.2%-23.0pp |
| Annual return | 14.84% | 31.92%-17.1pp | 361.54%-346.7pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $887 | $1,781-50.2% | $2,688-67.0% | $2,626-66.2% |
| Participant deferral / active EE | $1,539 | $3,070-49.9% | $4,257-63.8% | $4,350-64.6% |
| Admin fee / account holder | $694 | $2,240-69.0% | $6,421-89.2% | $1,946-64.3% |