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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 | $17,732 | $102,422-82.7% | $147,117-87.9% | $80,959-78.1% |
| Participation rate | 48.4% | 75.9%-27.5pp | 82.2%-33.8pp | 67.7%-19.3pp |
| Annual return | 12.40% | 135.16%-122.8pp | 420.54%-408.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,309 | $6,652-35.2% | $8,065-46.6% | $4,300+0.2% |
| Admin fee / account holder | $3,488 | $7,953-56.1% | $12,993-73.2% | $6,925-49.6% |