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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 | $14,984 | $125,190-88.0% | $105,624-85.8% | $145,897-89.7% |
| Participation rate | 44.4% | 77.6%-33.2pp | 75.3%-30.8pp | 80.3%-35.9pp |
| Annual return | 8.97% | 225.22%-216.3pp | 116.20%-107.2pp | 552.29%-543.3pp |
| Employer contribution / active EE | $1,132 | $3,720-69.6% | $3,168-64.2% | $4,663-75.7% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,111 | $17,138-76.0% | $10,961-62.5% | $13,390-69.3% |