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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 | $14,369 | $96,123-85.1% | $77,361-81.4% | $198,609-92.8% |
| Participation rate | 60.0% | 81.1%-21.1pp | 75.0%-15.0pp | 82.4%-22.4pp |
| Annual return | 13.82% | 2054.81%-2041.0pp | 1011.54%-997.7pp | 202.70%-188.9pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,587 | $4,975+12.3% | $3,911+42.9% | $6,977-19.9% |
| Admin fee / account holder | $2,045 | $9,471-78.4% | $5,894-65.3% | $19,030-89.3% |