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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 | $12,414 | $55,470-77.6% | $155,556-92.0% | $74,478-83.3% |
| Participation rate | 48.9% | 61.9%-13.0pp | 78.2%-29.3pp | 67.2%-18.3pp |
| Annual return | 12.90% | 269.80%-256.9pp | 64.84%-51.9pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $580 | $2,267-74.4% | $4,675-87.6% | $2,626-77.9% |
| Participant deferral / active EE | $870 | $2,838-69.3% | $5,631-84.6% | $4,350-80.0% |
| Admin fee / account holder | $760 | $1,744-56.4% | $15,885-95.2% | $1,946-61.0% |