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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 | $11,892 | $55,470-78.6% | $155,556-92.4% | $74,478-84.0% |
| Participation rate | 42.1% | 61.9%-19.8pp | 78.2%-36.1pp | 67.2%-25.1pp |
| Annual return | 11.73% | 269.80%-258.1pp | 64.84%-53.1pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $685 | $2,267-69.8% | $4,675-85.4% | $2,626-73.9% |
| Participant deferral / active EE | $1,555 | $2,838-45.2% | $5,631-72.4% | $4,350-64.3% |
| Admin fee / account holder | $312 | $1,744-82.1% | $15,885-98.0% | $1,946-83.9% |