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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 | $8,143 | $55,437-85.3% | $155,534-94.8% | $74,459-89.1% |
| Participation rate | 42.1% | 61.9%-19.8pp | 78.2%-36.1pp | 67.2%-25.1pp |
| Annual return | 20.43% | 269.58%-249.2pp | 64.92%-44.5pp | 1369.70%-1349.3pp |
| Employer contribution / active EE | $499 | $2,266-78.0% | $4,675-89.3% | $2,626-81.0% |
| Participant deferral / active EE | $1,215 | $2,837-57.2% | $5,630-78.4% | $4,350-72.1% |
| Admin fee / account holder | $668 | $1,742-61.7% | $15,900-95.8% | $1,945-65.7% |