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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 | $13,009 | $105,856-87.7% | $90,161-85.6% | $147,586-91.2% |
| Participation rate | 31.6% | 79.7%-48.2pp | 76.9%-45.3pp | 82.8%-51.2pp |
| Annual return | 12.97% | 37.63%-24.7pp | 34.89%-21.9pp | 578.59%-565.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,066 | $5,733-64.0% | $5,287-60.9% | $5,439-62.0% |
| Admin fee / account holder | $9,383 | $8,046+16.6% | $5,943+57.9% | $10,886-13.8% |