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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 | $10,856 | $55,423-80.4% | $155,602-93.0% | $74,400-85.4% |
| Participation rate | 46.5% | 61.9%-15.4pp | 78.2%-31.7pp | 67.2%-20.8pp |
| Annual return | 14.05% | 269.07%-255.0pp | 64.81%-50.8pp | 1367.51%-1353.5pp |
| Employer contribution / active EE | $1,086 | $2,266-52.1% | $4,675-76.8% | $2,624-58.6% |
| Participant deferral / active EE | $1,693 | $2,835-40.3% | $5,629-69.9% | $4,348-61.1% |
| Admin fee / account holder | $501 | $1,744-71.3% | $15,923-96.9% | $1,944-74.2% |