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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 | $11,898 | $73,546-83.8% | $63,018-81.1% | $147,586-91.9% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.8%-11.2pp | 82.8%-19.2pp |
| Annual return | 16.77% | 175.56%-158.8pp | 87.62%-70.9pp | 578.59%-561.8pp |
| Employer contribution / active EE | $453 | $3,324-86.4% | $2,761-83.6% | $4,876-90.7% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $694 | $5,956-88.3% | $3,601-80.7% | $10,886-93.6% |