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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 | $10,555 | $59,332-82.2% | $90,223-88.3% | $59,633-82.3% |
| Participation rate | 44.6% | 71.9%-27.3pp | 79.0%-34.4pp | 68.7%-24.0pp |
| Annual return | 209.64% | 3.25%+206.4pp | 1.31%+208.3pp | 2041.40%-1831.8pp |
| Employer contribution / active EE | $1,328 | $3,031-56.2% | $4,378-69.7% | $2,203-39.7% |
| Participant deferral / active EE | $2,546 | $4,369-41.7% | $5,792-56.0% | $3,192-20.2% |
| Admin fee / account holder | $928 | $5,032-81.6% | $7,406-87.5% | $4,297-78.4% |