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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 | $11,291 | $62,409-81.9% | $120,524-90.6% | $74,429-84.8% |
| Participation rate | 41.7% | 56.8%-15.1pp | 71.9%-30.3pp | 67.2%-25.5pp |
| Annual return | 13.96% | 18.62%-4.7pp | 107.36%-93.4pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $873 | $1,847-52.7% | $3,469-74.8% | $2,625-66.7% |
| Participant deferral / active EE | $1,307 | $2,888-54.8% | $4,994-73.8% | $4,348-69.9% |
| Admin fee / account holder | $374 | $2,394-84.4% | $9,440-96.0% | $1,944-80.8% |