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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 | $13,925 | $46,745-70.2% | $60,547-77.0% | $52,331-73.4% |
| Participation rate | 42.2% | 58.6%-16.4pp | 68.0%-25.8pp | 68.1%-25.9pp |
| Annual return | 146.27% | 0.61%+145.7pp | 335.64%-189.4pp | 4.54%+141.7pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,737 | $2,145+74.2% | $3,328+12.3% | $3,022+23.6% |
| Admin fee / account holder | $408 | $537-24.1% | $4,536-91.0% | $592-31.1% |