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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 | $12,529 | $98,776-87.3% | $149,745-91.6% | $79,856-84.3% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.5%-16.9pp | 69.6%-4.0pp |
| Annual return | 12.37% | 27.38%-15.0pp | 276.72%-264.4pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,325 | $3,217-27.7% | $4,646-50.0% | $2,471-5.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $855 | $6,053-85.9% | $9,312-90.8% | $5,306-83.9% |