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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 | $12,803 | $112,596-88.6% | $152,301-91.6% | $64,728-80.2% |
| Participation rate | 8.8% | 63.6%-54.8pp | 82.4%-73.6pp | 57.9%-49.1pp |
| Annual return | 44.95% | 23.76%+21.2pp | 80.50%-35.5pp | 49.38%-4.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,624-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $502 | $6,075-91.7% | $8,004-93.7% | $2,729-81.6% |
| Admin fee / account holder | $1,590 | $996+59.6% | $14,398-89.0% | $1,145+38.9% |