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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 | $55,470-76.7% | $155,556-91.7% | $74,478-82.7% |
| Participation rate | 19.2% | 61.9%-42.7pp | 78.2%-59.0pp | 67.2%-48.0pp |
| Annual return | 22.59% | 269.80%-247.2pp | 64.84%-42.2pp | 1370.56%-1348.0pp |
| Employer contribution / active EE | $549 | $2,267-75.8% | $4,675-88.3% | $2,626-79.1% |
| Participant deferral / active EE | $1,051 | $2,838-63.0% | $5,631-81.3% | $4,350-75.8% |
| Admin fee / account holder | $2,367 | $1,744+35.7% | $15,885-85.1% | $1,946+21.6% |