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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 | $58,923-84.1% | $97,167-90.4% | $74,546-87.5% |
| Participation rate | 29.6% | 63.6%-34.0pp | 72.7%-43.1pp | 67.2%-37.6pp |
| Annual return | 40.38% | 16.04%+24.3pp | 75.27%-34.9pp | 1366.03%-1325.6pp |
| Employer contribution / active EE | $777 | $1,894-59.0% | $2,729-71.5% | $2,624-70.4% |
| Participant deferral / active EE | $1,335 | $3,664-63.6% | $4,264-68.7% | $4,347-69.3% |
| Admin fee / account holder | $4,051 | $1,974+105.2% | $5,650-28.3% | $1,944+108.4% |