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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 | $11,486 | $76,112-84.9% | $96,544-88.1% | $71,529-83.9% |
| Participation rate | 40.8% | 74.4%-33.6pp | 76.0%-35.2pp | 67.9%-27.2pp |
| Annual return | 100.99% | 22.80%+78.2pp | 25.88%+75.1pp | 28.97%+72.0pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,966-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,225 | $4,217-47.2% | $4,851-54.1% | $4,291-48.1% |
| Admin fee / account holder | $1,055 | $2,708-61.0% | $8,254-87.2% | $1,588-33.6% |