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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 | $11,278 | $75,962-85.2% | $154,108-92.7% | $64,173-82.4% |
| Participation rate | 35.7% | 70.4%-34.7pp | 83.0%-47.3pp | 69.6%-33.9pp |
| Annual return | 98.29% | 30.32%+68.0pp | 735.21%-636.9pp | 7.63%+90.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,371 | $3,175-56.8% | $5,081-73.0% | $3,470-60.5% |
| Admin fee / account holder | $2,622 | $5,589-53.1% | $13,411-80.4% | $4,887-46.3% |