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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 | $11,310 | $106,267-89.4% | $96,520-88.3% | $139,456-91.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 21.78% | 38.45%-16.7pp | 35.72%-13.9pp | 373.45%-351.7pp |
| Employer contribution / active EE | $2,052 | $4,105-50.0% | $3,739-45.1% | $4,753-56.8% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,857 | $7,882-76.4% | $6,733-72.4% | $11,407-83.7% |