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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 | $11,036 | $60,128-81.6% | $90,440-87.8% | $79,852-86.2% |
| Participation rate | 34.0% | 65.0%-31.0pp | 72.7%-38.6pp | 69.6%-35.6pp |
| Annual return | 18.32% | 71.95%-53.6pp | 1294.38%-1276.1pp | 31.72%-13.4pp |
| Employer contribution / active EE | $969 | $2,068-53.2% | $3,263-70.3% | $2,471-60.8% |
| Participant deferral / active EE | $1,360 | $2,939-53.7% | $3,964-65.7% | $3,740-63.6% |
| Admin fee / account holder | $2,624 | $3,977-34.0% | $5,615-53.3% | $5,306-50.5% |