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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 | $12,308 | $176,402-93.0% | $134,162-90.8% | $158,982-92.3% |
| Participation rate | 23.5% | 78.7%-55.2pp | 72.2%-48.7pp | 82.0%-58.4pp |
| Annual return | 2.98% | 63.66%-60.7pp | 36.35%-33.4pp | 302.99%-300.0pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $453 | $4,093-88.9% | $3,500-87.1% | $5,983-92.4% |
| Admin fee / account holder | $11,109 | $8,719+27.4% | $6,685+66.2% | $11,252-1.3% |