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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 | $10,857 | $55,423-80.4% | $155,602-93.0% | $74,400-85.4% |
| Participation rate | 36.0% | 61.9%-25.9pp | 78.2%-42.2pp | 67.2%-31.3pp |
| Annual return | 12.26% | 269.07%-256.8pp | 64.81%-52.6pp | 1367.51%-1355.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,392 | $2,835-50.9% | $5,629-75.3% | $4,348-68.0% |
| Admin fee / account holder | $2,516 | $1,744+44.2% | $15,923-84.2% | $1,944+29.5% |