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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 | $12,739 | $85,766-85.1% | $136,298-90.7% | $70,126-81.8% |
| Participation rate | 50.9% | 74.2%-23.2pp | 81.9%-31.0pp | 69.5%-18.6pp |
| Annual return | 20.12% | 31.46%-11.3pp | 5156.27%-5136.2pp | 73.15%-53.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,498 | $5,051-11.0% | $6,247-28.0% | $3,332+35.0% |
| Admin fee / account holder | $2,625 | $5,421-51.6% | $9,244-71.6% | $4,645-43.5% |