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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 | $10,513 | $55,470-81.0% | $155,556-93.2% | $74,478-85.9% |
| Participation rate | 46.3% | 61.9%-15.6pp | 78.2%-31.9pp | 67.2%-20.9pp |
| Annual return | 28.82% | 269.80%-241.0pp | 64.84%-36.0pp | 1370.56%-1341.7pp |
| Employer contribution / active EE | $945 | $2,267-58.3% | $4,675-79.8% | $2,626-64.0% |
| Participant deferral / active EE | $1,749 | $2,838-38.4% | $5,631-68.9% | $4,350-59.8% |
| Admin fee / account holder | $1,602 | $1,744-8.2% | $15,885-89.9% | $1,946-17.7% |