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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 | $11,875 | $60,504-80.4% | $81,882-85.5% | $74,478-84.1% |
| Participation rate | 27.2% | 62.9%-35.8pp | 72.4%-45.2pp | 67.2%-40.1pp |
| Annual return | 12.77% | 16.91%-4.1pp | 779.47%-766.7pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $368 | $2,627-86.0% | $2,916-87.4% | $2,626-86.0% |
| Participant deferral / active EE | $992 | $3,400-70.8% | $4,323-77.1% | $4,350-77.2% |
| Admin fee / account holder | $336 | $1,492-77.5% | $7,360-95.4% | $1,946-82.7% |