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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 | $11,562 | $45,152-74.4% | $73,845-84.3% | $59,632-80.6% |
| Participation rate | 35.0% | 64.0%-29.0pp | 73.4%-38.4pp | 68.7%-33.7pp |
| Annual return | -0.50% | 27.40%-27.9pp | 2267.91%-2268.4pp | 2041.32%-2041.8pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $870 | $2,574-66.2% | $3,583-75.7% | $3,192-72.7% |
| Admin fee / account holder | $740 | $3,516-79.0% | $4,881-84.8% | $4,297-82.8% |