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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 | $55,437-81.0% | $155,534-93.2% | $74,459-85.8% |
| Participation rate | 35.2% | 61.9%-26.7pp | 78.2%-43.0pp | 67.2%-32.0pp |
| Annual return | 12.32% | 269.58%-257.3pp | 64.92%-52.6pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $672 | $2,266-70.3% | $4,675-85.6% | $2,626-74.4% |
| Participant deferral / active EE | $1,282 | $2,837-54.8% | $5,630-77.2% | $4,350-70.5% |
| Admin fee / account holder | $616 | $1,742-64.7% | $15,900-96.1% | $1,945-68.3% |