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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 | $11,185 | $55,457-79.8% | $77,361-85.5% | $94,015-88.1% |
| Participation rate | 50.0% | 69.8%-19.8pp | 75.0%-25.0pp | 70.8%-20.8pp |
| Annual return | 12.87% | 15.57%-2.7pp | 1011.54%-998.7pp | 17.84%-5.0pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,508 | $3,069-18.3% | $3,911-35.9% | $4,249-41.0% |
| Admin fee / account holder | $462 | $4,334-89.3% | $5,894-92.2% | $8,951-94.8% |