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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 | $10,731 | $60,139-82.2% | $90,461-88.1% | $79,856-86.6% |
| Participation rate | 20.0% | 65.0%-45.0pp | 72.7%-52.7pp | 69.6%-49.6pp |
| Annual return | 21.75% | 71.96%-50.2pp | 1294.76%-1273.0pp | 31.71%-10.0pp |
| Employer contribution / active EE | $428 | $2,069-79.3% | $3,264-86.9% | $2,471-82.7% |
| Participant deferral / active EE | $892 | $2,939-69.6% | $3,964-77.5% | $3,741-76.1% |
| Admin fee / account holder | $5,508 | $3,978+38.4% | $5,617-1.9% | $5,306+3.8% |