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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 | $15,903 | $176,402-91.0% | $134,162-88.1% | $158,982-90.0% |
| Participation rate | 38.9% | 78.7%-39.8pp | 72.2%-33.3pp | 82.0%-43.1pp |
| Annual return | 13.65% | 63.66%-50.0pp | 36.35%-22.7pp | 302.99%-289.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $823 | $4,093-79.9% | $3,500-76.5% | $5,983-86.2% |
| Admin fee / account holder | $2,513 | $8,719-71.2% | $6,685-62.4% | $11,252-77.7% |