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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 | $9,285 | $60,139-84.6% | $90,461-89.7% | $79,856-88.4% |
| Participation rate | 56.0% | 65.0%-9.0pp | 72.7%-16.7pp | 69.6%-13.6pp |
| Annual return | 20.01% | 71.96%-52.0pp | 1294.76%-1274.8pp | 31.71%-11.7pp |
| Employer contribution / active EE | $625 | $2,069-69.8% | $3,264-80.9% | $2,471-74.7% |
| Participant deferral / active EE | $2,450 | $2,939-16.6% | $3,964-38.2% | $3,741-34.5% |
| Admin fee / account holder | $2,086 | $3,978-47.6% | $5,617-62.9% | $5,306-60.7% |