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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 | $24,036 | $59,456-59.6% | $93,681-74.3% | $74,400-67.7% |
| Participation rate | 39.1% | 59.6%-20.6pp | 68.7%-29.7pp | 67.2%-28.1pp |
| Annual return | 16.52% | 82.00%-65.5pp | 133.47%-117.0pp | 1367.51%-1351.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,544 | $3,052-16.6% | $4,415-42.4% | $4,348-41.5% |
| Admin fee / account holder | $1,778 | $3,026-41.2% | $8,290-78.5% | $1,944-8.5% |