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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 | $102,382-82.7% | $147,005-87.9% | $80,874-78.1% |
| Participation rate | 48.4% | 75.8%-27.5pp | 82.2%-33.8pp | 67.6%-19.3pp |
| Annual return | 12.40% | 134.89%-122.5pp | 418.76%-406.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,309 | $6,646-35.2% | $8,070-46.6% | $4,297+0.3% |
| Admin fee / account holder | $3,488 | $7,942-56.1% | $13,006-73.2% | $6,935-49.7% |