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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 | $11,026 | $99,017-88.9% | $86,587-87.3% | $147,585-92.5% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 12.54% | 1312.37%-1299.8pp | 964.86%-952.3pp | 578.56%-566.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,459 | $3,972-12.9% | $3,609-4.2% | $5,439-36.4% |
| Admin fee / account holder | $10,466 | $5,710+83.3% | $4,906+113.3% | $10,885-3.9% |