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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 | $14,546 | $78,423-81.5% | $95,964-84.8% | $79,856-81.8% |
| Participation rate | 27.6% | 73.5%-45.9pp | 77.1%-49.5pp | 69.6%-42.1pp |
| Annual return | 386.91% | 19.37%+367.5pp | 91.64%+295.3pp | 31.71%+355.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,576 | $3,440-54.2% | $4,167-62.2% | $3,741-57.9% |
| Admin fee / account holder | $1,102 | $5,622-80.4% | $6,797-83.8% | $5,306-79.2% |