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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 | $11,971 | $55,446-78.4% | $155,574-92.3% | $74,429-83.9% |
| Participation rate | 30.0% | 61.9%-31.9pp | 78.2%-48.2pp | 67.2%-37.2pp |
| Annual return | 22.34% | 269.20%-246.9pp | 64.87%-42.5pp | 1368.38%-1346.0pp |
| Employer contribution / active EE | $723 | $2,266-68.1% | $4,676-84.5% | $2,625-72.5% |
| Participant deferral / active EE | $1,023 | $2,836-63.9% | $5,629-81.8% | $4,348-76.5% |
| Admin fee / account holder | $960 | $1,743-44.9% | $15,914-94.0% | $1,944-50.6% |