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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 | $2,863 | $176,402-98.4% | $134,162-97.9% | $158,966-98.2% |
| Participation rate | 13.3% | 78.7%-65.4pp | 72.2%-58.9pp | 82.0%-68.6pp |
| Annual return | 10.15% | 63.66%-53.5pp | 36.35%-26.2pp | 302.95%-292.8pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,816 | $4,093-55.6% | $3,500-48.1% | $5,983-69.7% |
| Admin fee / account holder | $37,487 | $8,719+329.9% | $6,685+460.7% | $11,250+233.2% |