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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 | $23,306 | $59,402-60.8% | $93,654-75.1% | $74,546-68.7% |
| Participation rate | 41.6% | 59.7%-18.1pp | 68.7%-27.1pp | 67.2%-25.6pp |
| Annual return | 11.46% | 81.86%-70.4pp | 133.34%-121.9pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,623 | $3,049-46.8% | $4,413-63.2% | $4,347-62.7% |
| Admin fee / account holder | $4,279 | $3,023+41.6% | $8,282-48.3% | $1,944+120.2% |