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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 | $5,111 | $55,470-90.8% | $155,556-96.7% | $74,478-93.1% |
| Participation rate | 43.1% | 61.9%-18.8pp | 78.2%-35.1pp | 67.2%-24.1pp |
| Annual return | 11.35% | 269.80%-258.5pp | 64.84%-53.5pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $605 | $2,267-73.3% | $4,675-87.1% | $2,626-77.0% |
| Participant deferral / active EE | $1,042 | $2,838-63.3% | $5,631-81.5% | $4,350-76.1% |
| Admin fee / account holder | $895 | $1,744-48.7% | $15,885-94.4% | $1,946-54.0% |