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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 | $10,414 | $91,037-88.6% | $71,671-85.5% | $147,586-92.9% |
| Participation rate | 38.5% | 76.1%-37.7pp | 68.7%-30.3pp | 82.8%-44.4pp |
| Annual return | 97.70% | 20.48%+77.2pp | 20.65%+77.0pp | 578.59%-480.9pp |
| Employer contribution / active EE | $725 | $3,327-78.2% | $2,460-70.5% | $4,876-85.1% |
| Participant deferral / active EE | $1,714 | $4,498-61.9% | $3,438-50.1% | $5,439-68.5% |
| Admin fee / account holder | $775 | $8,613-91.0% | $5,558-86.1% | $10,886-92.9% |