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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 | $10,732 | $45,152-76.2% | $73,835-85.5% | $59,633-82.0% |
| Participation rate | 25.0% | 64.0%-39.0pp | 73.4%-48.4pp | 68.7%-43.7pp |
| Annual return | -2.40% | 27.40%-29.8pp | 2268.13%-2270.5pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $501 | $1,901-73.7% | $2,788-82.0% | $2,203-77.3% |
| Participant deferral / active EE | $1,569 | $2,573-39.0% | $3,583-56.2% | $3,192-50.8% |
| Admin fee / account holder | $2,261 | $3,515-35.7% | $4,880-53.7% | $4,297-47.4% |