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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 | $9,568 | $60,393-84.2% | $81,820-88.3% | $74,429-87.1% |
| Participation rate | 33.0% | 62.9%-29.9pp | 72.4%-39.4pp | 67.2%-34.2pp |
| Annual return | 18.15% | 16.89%+1.3pp | 777.93%-759.8pp | 1368.38%-1350.2pp |
| Employer contribution / active EE | $533 | $2,626-79.7% | $2,915-81.7% | $2,625-79.7% |
| Participant deferral / active EE | $1,050 | $3,397-69.1% | $4,323-75.7% | $4,348-75.8% |
| Admin fee / account holder | $1,091 | $1,491-26.8% | $7,391-85.2% | $1,944-43.9% |