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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 | $10,182 | $58,714-82.7% | $142,874-92.9% | $85,856-88.1% |
| Participation rate | 55.6% | 58.5%-2.9pp | 72.0%-16.4pp | 69.3%-13.8pp |
| Annual return | 17.77% | 27.73%-10.0pp | 5638.58%-5620.8pp | 318.58%-300.8pp |
| Employer contribution / active EE | $424 | $1,423-70.2% | $4,145-89.8% | $2,565-83.5% |
| Participant deferral / active EE | $2,026 | $2,608-22.3% | $3,838-47.2% | $3,952-48.7% |
| Admin fee / account holder | $705 | $4,241-83.4% | $6,561-89.2% | $6,261-88.7% |