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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 | $12,814 | $48,570-73.6% | $130,660-90.2% | $72,983-82.4% |
| Participation rate | 43.6% | 58.6%-14.9pp | 71.7%-28.1pp | 69.5%-25.9pp |
| Annual return | 27.73% | 38.63%-10.9pp | 1709.29%-1681.6pp | 81.01%-53.3pp |
| Employer contribution / active EE | $525 | $1,334-60.7% | $4,092-87.2% | $2,440-78.5% |
| Participant deferral / active EE | $1,625 | $2,384-31.8% | $3,603-54.9% | $3,608-54.9% |
| Admin fee / account holder | $664 | $3,549-81.3% | $5,463-87.8% | $5,124-87.0% |