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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 | $51,184-78.1% | $66,439-83.2% | $86,983-87.1% |
| Participation rate | 50.0% | 68.5%-18.5pp | 74.5%-24.5pp | 69.5%-19.5pp |
| Annual return | 12.87% | 17.07%-4.2pp | 757.66%-744.8pp | 25.83%-13.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,508 | $2,927-14.3% | $3,876-35.3% | $4,194-40.2% |
| Admin fee / account holder | $462 | $4,154-88.9% | $6,173-92.5% | $7,856-94.1% |