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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 | $10,558 | $55,472-81.0% | $155,567-93.2% | $74,546-85.8% |
| Participation rate | 35.2% | 61.9%-26.7pp | 78.2%-43.0pp | 67.2%-32.0pp |
| Annual return | 12.32% | 268.72%-256.4pp | 64.74%-52.4pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $672 | $2,269-70.4% | $4,674-85.6% | $2,624-74.4% |
| Participant deferral / active EE | $1,282 | $2,838-54.8% | $5,628-77.2% | $4,347-70.5% |
| Admin fee / account holder | $616 | $1,743-64.7% | $15,916-96.1% | $1,944-68.3% |