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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 | $55,437-81.0% | $155,534-93.2% | $74,459-85.9% |
| Participation rate | 46.3% | 61.9%-15.6pp | 78.2%-31.9pp | 67.2%-20.9pp |
| Annual return | 28.82% | 269.58%-240.8pp | 64.92%-36.1pp | 1369.70%-1340.9pp |
| Employer contribution / active EE | $945 | $2,266-58.3% | $4,675-79.8% | $2,626-64.0% |
| Participant deferral / active EE | $1,749 | $2,837-38.4% | $5,630-68.9% | $4,350-59.8% |
| Admin fee / account holder | $1,602 | $1,742-8.1% | $15,900-89.9% | $1,945-17.6% |