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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 | $10,552 | $60,305-82.5% | $81,780-87.1% | $74,400-85.8% |
| Participation rate | 54.3% | 62.9%-8.6pp | 72.4%-18.1pp | 67.2%-12.9pp |
| Annual return | 13.51% | 16.89%-3.4pp | 776.27%-762.8pp | 1367.51%-1354.0pp |
| Employer contribution / active EE | $485 | $2,623-81.5% | $2,914-83.4% | $2,624-81.5% |
| Participant deferral / active EE | $895 | $3,390-73.6% | $4,321-79.3% | $4,348-79.4% |
| Admin fee / account holder | $716 | $1,484-51.8% | $7,384-90.3% | $1,944-63.2% |