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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 | $12,318 | $48,570-74.6% | $130,660-90.6% | $72,975-83.1% |
| Participation rate | 27.7% | 58.6%-30.9pp | 71.7%-44.1pp | 69.5%-41.8pp |
| Annual return | 20.03% | 38.63%-18.6pp | 1709.29%-1689.3pp | 81.01%-61.0pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,043 | $2,384-56.3% | $3,603-71.1% | $3,608-71.1% |
| Admin fee / account holder | $3,615 | $3,549+1.9% | $5,463-33.8% | $5,124-29.5% |