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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 | $9,632 | $64,359-85.0% | $90,161-89.3% | $70,126-86.3% |
| Participation rate | 41.9% | 70.4%-28.5pp | 76.9%-34.9pp | 69.5%-27.6pp |
| Annual return | 314.63% | 28.13%+286.5pp | 34.89%+279.7pp | 73.15%+241.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,314 | $4,389-1.7% | $5,287-18.4% | $3,332+29.5% |
| Admin fee / account holder | $810 | $3,945-79.5% | $5,943-86.4% | $4,645-82.6% |