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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 | $12,467 | $60,139-79.3% | $90,461-86.2% | $79,856-84.4% |
| Participation rate | 59.3% | 65.0%-5.7pp | 72.7%-13.4pp | 69.6%-10.4pp |
| Annual return | 11.67% | 71.96%-60.3pp | 1294.76%-1283.1pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $964 | $2,939-67.2% | $3,964-75.7% | $3,741-74.2% |
| Admin fee / account holder | $596 | $3,978-85.0% | $5,617-89.4% | $5,306-88.8% |