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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 | $14,208 | $65,555-78.3% | $86,216-83.5% | $75,173-81.1% |
| Participation rate | 15.1% | 60.5%-45.4pp | 69.0%-53.9pp | 67.2%-52.1pp |
| Annual return | 38.89% | 46.07%-7.2pp | 1169.42%-1130.5pp | 160.72%-121.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,275 | $3,023-57.8% | $3,986-68.0% | $4,126-69.1% |
| Admin fee / account holder | $1,043 | $5,469-80.9% | $6,853-84.8% | $5,651-81.6% |