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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 | $11,435 | $63,342-81.9% | $92,236-87.6% | $70,131-83.7% |
| Participation rate | 28.9% | 68.7%-39.7pp | 76.5%-47.5pp | 69.5%-40.6pp |
| Annual return | 22.72% | 530.15%-507.4pp | 176.29%-153.6pp | 73.14%-50.4pp |
| Employer contribution / active EE | $2,014 | $2,471-18.5% | $3,679-45.3% | $2,342-14.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $898 | $3,840-76.6% | $5,194-82.7% | $4,645-80.7% |