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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 | $8,690 | $55,437-84.3% | $155,534-94.4% | $74,459-88.3% |
| Participation rate | 31.8% | 61.9%-30.1pp | 78.2%-46.4pp | 67.2%-35.4pp |
| Annual return | 13.51% | 269.58%-256.1pp | 64.92%-51.4pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $1,119 | $2,266-50.6% | $4,675-76.1% | $2,626-57.4% |
| Participant deferral / active EE | $1,210 | $2,837-57.4% | $5,630-78.5% | $4,350-72.2% |
| Admin fee / account holder | $586 | $1,742-66.4% | $15,900-96.3% | $1,945-69.9% |