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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 | $11,576 | $60,128-80.7% | $90,440-87.2% | $79,852-85.5% |
| Participation rate | 52.9% | 65.0%-12.1pp | 72.7%-19.7pp | 69.6%-16.7pp |
| Annual return | 26.43% | 71.95%-45.5pp | 1294.38%-1267.9pp | 31.72%-5.3pp |
| Employer contribution / active EE | $427 | $2,068-79.4% | $3,263-86.9% | $2,471-82.7% |
| Participant deferral / active EE | $831 | $2,939-71.7% | $3,964-79.0% | $3,740-77.8% |
| Admin fee / account holder | $986 | $3,977-75.2% | $5,615-82.4% | $5,306-81.4% |