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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 | $10,135 | $60,139-83.1% | $90,461-88.8% | $79,856-87.3% |
| Participation rate | 34.6% | 65.0%-30.4pp | 72.7%-38.1pp | 69.6%-35.0pp |
| Annual return | 27.03% | 71.96%-44.9pp | 1294.76%-1267.7pp | 31.71%-4.7pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,612 | $2,939-45.1% | $3,964-59.3% | $3,741-56.9% |
| Admin fee / account holder | $1,050 | $3,978-73.6% | $5,617-81.3% | $5,306-80.2% |