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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 | $14,393 | $54,729-73.7% | $86,235-83.3% | $71,529-79.9% |
| Participation rate | 58.2% | 60.1%-1.9pp | 69.0%-10.8pp | 67.9%-9.8pp |
| Annual return | 19.80% | 20.07%-0.3pp | 1170.03%-1150.2pp | 28.97%-9.2pp |
| Employer contribution / active EE | $430 | $1,267-66.1% | $2,381-81.9% | $2,590-83.4% |
| Participant deferral / active EE | $2,341 | $3,110-24.8% | $3,987-41.3% | $4,291-45.5% |
| Admin fee / account holder | $599 | $1,921-68.8% | $6,856-91.3% | $1,588-62.3% |