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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 | $10,833 | $110,801-90.2% | $86,868-87.5% | $167,518-93.5% |
| Participation rate | 66.7% | 75.8%-9.1pp | 71.6%-5.0pp | 82.1%-15.4pp |
| Annual return | 30.00% | 117.00%-87.0pp | 63.53%-33.5pp | 478.71%-448.7pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,636 | $4,547+89.9% | $3,699+133.4% | $6,342+36.2% |
| Admin fee / account holder | $1,245 | $8,417-85.2% | $5,829-78.6% | $12,312-89.9% |