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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 | $12,848 | $85,766-85.0% | $136,298-90.6% | $70,126-81.7% |
| Participation rate | 63.3% | 74.2%-10.8pp | 81.9%-18.6pp | 69.5%-6.2pp |
| Annual return | 21.99% | 31.46%-9.5pp | 5156.27%-5134.3pp | 73.15%-51.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,844 | $5,051-4.1% | $6,247-22.5% | $3,332+45.4% |
| Admin fee / account holder | $1,264 | $5,421-76.7% | $9,244-86.3% | $4,645-72.8% |