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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 | $11,293 | $95,406-88.2% | $185,849-93.9% | $85,847-86.8% |
| Participation rate | 36.7% | 68.8%-32.1pp | 81.7%-45.0pp | 69.3%-32.7pp |
| Annual return | 50.81% | 23.59%+27.2pp | 122.10%-71.3pp | 318.61%-267.8pp |
| Employer contribution / active EE | $644 | $3,314-80.6% | $5,169-87.5% | $2,565-74.9% |
| Participant deferral / active EE | $1,252 | $3,424-63.4% | $5,569-77.5% | $3,952-68.3% |
| Admin fee / account holder | $578 | $7,214-92.0% | $16,244-96.4% | $6,261-90.8% |