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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 | $12,136 | $58,391-79.2% | $76,657-84.2% | $72,975-83.4% |
| Participation rate | 42.5% | 67.4%-24.8pp | 72.1%-29.6pp | 69.5%-27.0pp |
| Annual return | 30.78% | 2306.65%-2275.9pp | 1166.74%-1136.0pp | 81.01%-50.2pp |
| Employer contribution / active EE | $688 | $1,787-61.5% | $2,303-70.1% | $2,440-71.8% |
| Participant deferral / active EE | $1,281 | $2,690-52.4% | $3,335-61.6% | $3,608-64.5% |
| Admin fee / account holder | $382 | $4,014-90.5% | $6,423-94.1% | $5,124-92.6% |