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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 | $9,353 | $59,006-84.1% | $97,295-90.4% | $74,478-87.4% |
| Participation rate | 29.6% | 63.7%-34.1pp | 72.7%-43.1pp | 67.2%-37.7pp |
| Annual return | 40.38% | 16.04%+24.3pp | 75.62%-35.2pp | 1370.56%-1330.2pp |
| Employer contribution / active EE | $777 | $1,894-59.0% | $2,723-71.5% | $2,626-70.4% |
| Participant deferral / active EE | $1,335 | $3,671-63.6% | $4,264-68.7% | $4,350-69.3% |
| Admin fee / account holder | $4,051 | $1,974+105.2% | $5,646-28.3% | $1,946+108.2% |