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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 | $9,423 | $55,437-83.0% | $155,534-93.9% | $74,459-87.3% |
| Participation rate | 32.6% | 61.9%-29.3pp | 78.2%-45.6pp | 67.2%-34.6pp |
| Annual return | 23.22% | 269.58%-246.4pp | 64.92%-41.7pp | 1369.70%-1346.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,457 | $2,837-48.7% | $5,630-74.1% | $4,350-66.5% |
| Admin fee / account holder | $1,436 | $1,742-17.6% | $15,900-91.0% | $1,945-26.2% |