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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 | $6,040 | $55,423-89.1% | $155,602-96.1% | $74,400-91.9% |
| Participation rate | 31.1% | 61.9%-30.8pp | 78.2%-47.1pp | 67.2%-36.2pp |
| Annual return | 37.69% | 269.07%-231.4pp | 64.81%-27.1pp | 1367.51%-1329.8pp |
| Employer contribution / active EE | $765 | $2,266-66.2% | $4,675-83.6% | $2,624-70.9% |
| Participant deferral / active EE | $856 | $2,835-69.8% | $5,629-84.8% | $4,348-80.3% |
| Admin fee / account holder | $347 | $1,744-80.1% | $15,923-97.8% | $1,944-82.1% |