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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 | $55,437-78.5% | $155,534-92.4% | $74,459-84.0% |
| Participation rate | 42.1% | 61.9%-19.8pp | 78.2%-36.1pp | 67.2%-25.1pp |
| Annual return | 11.73% | 269.58%-257.9pp | 64.92%-53.2pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $685 | $2,266-69.8% | $4,675-85.4% | $2,626-73.9% |
| Participant deferral / active EE | $1,555 | $2,837-45.2% | $5,630-72.4% | $4,350-64.2% |
| Admin fee / account holder | $312 | $1,742-82.1% | $15,900-98.0% | $1,945-83.9% |