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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 | $9,009 | $55,446-83.8% | $155,574-94.2% | $74,429-87.9% |
| Participation rate | 20.4% | 61.9%-41.5pp | 78.2%-57.8pp | 67.2%-46.8pp |
| Annual return | 19.37% | 269.20%-249.8pp | 64.87%-45.5pp | 1368.38%-1349.0pp |
| Employer contribution / active EE | $543 | $2,266-76.0% | $4,676-88.4% | $2,625-79.3% |
| Participant deferral / active EE | $878 | $2,836-69.0% | $5,629-84.4% | $4,348-79.8% |
| Admin fee / account holder | $329 | $1,743-81.1% | $15,914-97.9% | $1,944-83.1% |