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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 | $55,472-84.3% | $155,567-94.4% | $74,546-88.3% |
| Participation rate | 31.8% | 61.9%-30.1pp | 78.2%-46.4pp | 67.2%-35.4pp |
| Annual return | 13.51% | 268.72%-255.2pp | 64.74%-51.2pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $1,119 | $2,269-50.7% | $4,674-76.1% | $2,624-57.4% |
| Participant deferral / active EE | $1,210 | $2,838-57.4% | $5,628-78.5% | $4,347-72.2% |
| Admin fee / account holder | $586 | $1,743-66.4% | $15,916-96.3% | $1,944-69.9% |