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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 | $9,660 | $85,171-88.7% | $172,752-94.4% | $72,975-86.8% |
| Participation rate | 44.4% | 70.1%-25.6pp | 82.6%-38.2pp | 69.5%-25.0pp |
| Annual return | 17.38% | 27.32%-9.9pp | 802.97%-785.6pp | 81.01%-63.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $900 | $3,260-72.4% | $5,198-82.7% | $3,608-75.0% |
| Admin fee / account holder | $627 | $5,880-89.3% | $13,955-95.5% | $5,124-87.8% |