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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 | $11,856 | $45,119-73.7% | $85,126-86.1% | $74,429-84.1% |
| Participation rate | 3.3% | 49.4%-46.1pp | 67.5%-64.2pp | 67.2%-63.9pp |
| Annual return | 12.45% | 26.28%-13.8pp | 66.63%-54.2pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $784 | $2,738-71.4% | $4,523-82.7% | $4,348-82.0% |
| Admin fee / account holder | $2,068 | $2,214-6.6% | $6,160-66.4% | $1,944+6.3% |