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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 | $12,304 | $85,766-85.7% | $136,298-91.0% | $70,126-82.5% |
| Participation rate | 19.2% | 74.2%-54.9pp | 81.9%-62.7pp | 69.5%-50.3pp |
| Annual return | 24.10% | 31.46%-7.4pp | 5156.27%-5132.2pp | 73.15%-49.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,290 | $5,051-54.7% | $6,247-63.3% | $3,332-31.3% |
| Admin fee / account holder | $10,914 | $5,421+101.3% | $9,244+18.1% | $4,645+134.9% |