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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 | $10,819 | $70,666-84.7% | $169,385-93.6% | $75,181-85.6% |
| Participation rate | 40.6% | 64.8%-24.2pp | 77.2%-36.5pp | 67.2%-26.6pp |
| Annual return | 22.78% | 36.37%-13.6pp | 405.82%-383.0pp | 160.69%-137.9pp |
| Employer contribution / active EE | $904 | $2,210-59.1% | $4,012-77.5% | $2,671-66.1% |
| Participant deferral / active EE | $1,764 | $4,308-59.1% | $6,221-71.6% | $4,126-57.3% |
| Admin fee / account holder | $1,170 | $5,402-78.3% | $9,011-87.0% | $5,650-79.3% |