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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 | $13,851 | $82,630-83.2% | $64,105-78.4% | $125,389-89.0% |
| Participation rate | 47.4% | 75.9%-28.5pp | 68.2%-20.8pp | 83.2%-35.8pp |
| Annual return | 0.48% | 1489.72%-1489.2pp | 791.24%-790.8pp | 282.24%-281.8pp |
| Employer contribution / active EE | $526 | $2,671-80.3% | $1,820-71.1% | $4,866-89.2% |
| Participant deferral / active EE | $1,402 | $3,608-61.1% | $2,822-50.3% | $5,352-73.8% |
| Admin fee / account holder | $813 | $6,382-87.3% | $4,499-81.9% | $9,541-91.5% |