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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 | $8,169 | $60,305-86.5% | $81,780-90.0% | $74,400-89.0% |
| Participation rate | 64.2% | 62.9%+1.3pp | 72.4%-8.2pp | 67.2%-3.0pp |
| Annual return | 13.81% | 16.89%-3.1pp | 776.27%-762.5pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $2,914-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,915 | $3,390-43.5% | $4,321-55.7% | $4,348-56.0% |
| Admin fee / account holder | $479 | $1,484-67.7% | $7,384-93.5% | $1,944-75.4% |