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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 | $11,458 | $58,927-80.6% | $76,823-85.1% | $72,983-84.3% |
| Participation rate | 45.8% | 67.3%-21.6pp | 72.1%-26.3pp | 69.5%-23.7pp |
| Annual return | 27.56% | 2305.64%-2278.1pp | 1166.42%-1138.9pp | 81.01%-53.4pp |
| Employer contribution / active EE | $423 | $1,787-76.3% | $2,302-81.6% | $2,440-82.7% |
| Participant deferral / active EE | $1,523 | $2,690-43.4% | $3,336-54.3% | $3,608-57.8% |
| Admin fee / account holder | $522 | $4,013-87.0% | $6,422-91.9% | $5,124-89.8% |