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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 | $10,644 | $60,139-82.3% | $90,461-88.2% | $79,856-86.7% |
| Participation rate | 42.3% | 65.0%-22.7pp | 72.7%-30.4pp | 69.6%-27.4pp |
| Annual return | 63.39% | 71.96%-8.6pp | 1294.76%-1231.4pp | 31.71%+31.7pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,336 | $2,939-54.6% | $3,964-66.3% | $3,741-64.3% |
| Admin fee / account holder | $499 | $3,978-87.5% | $5,617-91.1% | $5,306-90.6% |