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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 | $13,567 | $60,454-77.6% | $81,844-83.4% | $74,459-81.8% |
| Participation rate | 27.0% | 63.0%-36.0pp | 72.4%-45.4pp | 67.2%-40.2pp |
| Annual return | 18.69% | 16.87%+1.8pp | 778.87%-760.2pp | 1369.70%-1351.0pp |
| Employer contribution / active EE | $761 | $2,630-71.0% | $2,916-73.9% | $2,626-71.0% |
| Participant deferral / active EE | $2,074 | $3,398-39.0% | $4,323-52.0% | $4,350-52.3% |
| Admin fee / account holder | $5,868 | $1,490+293.7% | $7,355-20.2% | $1,945+201.7% |