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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 | $8,175 | $106,918-92.4% | $84,021-90.3% | $152,897-94.7% |
| Participation rate | 13.6% | 75.2%-61.6pp | 69.0%-55.4pp | 82.5%-68.8pp |
| Annual return | 24.54% | 105.01%-80.5pp | 71.32%-46.8pp | 345.43%-320.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,094 | $4,012-47.8% | $3,239-35.3% | $5,851-64.2% |
| Admin fee / account holder | $558 | $8,288-93.3% | $6,102-90.9% | $11,599-95.2% |