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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 | $12,377 | $85,766-85.6% | $136,298-90.9% | $70,126-82.4% |
| Participation rate | 42.3% | 74.2%-31.8pp | 81.9%-39.6pp | 69.5%-27.2pp |
| Annual return | 28.71% | 31.46%-2.7pp | 5156.27%-5127.6pp | 73.15%-44.4pp |
| Employer contribution / active EE | $977 | $2,966-67.1% | $4,696-79.2% | $2,343-58.3% |
| Participant deferral / active EE | $2,948 | $5,051-41.6% | $6,247-52.8% | $3,332-11.5% |
| Admin fee / account holder | $922 | $5,421-83.0% | $9,244-90.0% | $4,645-80.2% |