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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 | $10,635 | $45,079-76.4% | $69,461-84.7% | $72,983-85.4% |
| Participation rate | 41.5% | 68.5%-27.0pp | 74.6%-33.1pp | 69.5%-28.0pp |
| Annual return | 345.05% | 22.65%+322.4pp | 28.97%+316.1pp | 81.01%+264.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,370 | $2,603+144.8% | $3,536+80.2% | $3,608+76.6% |
| Admin fee / account holder | $2,068 | $3,056-32.3% | $3,840-46.1% | $5,124-59.6% |