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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 | $18,198 | $63,768-71.5% | $98,477-81.5% | $79,393-77.1% |
| Participation rate | 37.6% | 69.9%-32.2pp | 73.3%-35.7pp | 70.7%-33.1pp |
| Annual return | 14.50% | 626.18%-611.7pp | 1493.59%-1479.1pp | 116.87%-102.4pp |
| Employer contribution / active EE | $491 | $2,558-80.8% | $2,961-83.4% | $2,428-79.8% |
| Participant deferral / active EE | $1,415 | $3,305-57.2% | $4,276-66.9% | $4,046-65.0% |
| Admin fee / account holder | $5,310 | $516+929.7% | $5,951-10.8% | $627+747.6% |