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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 | $13,143 | $53,837-75.6% | $75,717-82.6% | $85,856-84.7% |
| Participation rate | 36.2% | 69.1%-32.9pp | 74.8%-38.7pp | 69.3%-33.1pp |
| Annual return | 13.52% | 24.54%-11.0pp | 104.58%-91.1pp | 318.58%-305.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,330 | $2,895-54.1% | $3,821-65.2% | $3,952-66.4% |
| Admin fee / account holder | $693 | $3,341-79.3% | $3,619-80.9% | $6,261-88.9% |