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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 | $12,916 | $55,446-76.7% | $155,574-91.7% | $74,429-82.6% |
| Participation rate | 19.2% | 61.9%-42.7pp | 78.2%-59.0pp | 67.2%-48.0pp |
| Annual return | 22.59% | 269.20%-246.6pp | 64.87%-42.3pp | 1368.38%-1345.8pp |
| Employer contribution / active EE | $549 | $2,266-75.8% | $4,676-88.3% | $2,625-79.1% |
| Participant deferral / active EE | $1,051 | $2,836-62.9% | $5,629-81.3% | $4,348-75.8% |
| Admin fee / account holder | $2,367 | $1,743+35.8% | $15,914-85.1% | $1,944+21.7% |