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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 | $11,199 | $155,833-92.8% | $124,693-91.0% | $167,536-93.3% |
| Participation rate | 38.9% | 81.1%-42.2pp | 74.6%-35.7pp | 82.1%-43.2pp |
| Annual return | 13.67% | 17.98%-4.3pp | 5144.19%-5130.5pp | 478.82%-465.1pp |
| Employer contribution / active EE | $0 | $4,164-100.0% | $3,324-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,998 | $5,675-64.8% | $4,615-56.7% | $6,342-68.5% |
| Admin fee / account holder | $5,916 | $9,534-37.9% | $7,494-21.1% | $12,315-52.0% |