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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 | $15,253 | $117,895-87.1% | $102,460-85.1% | $145,897-89.5% |
| Participation rate | 13.6% | 78.6%-65.0pp | 76.5%-62.9pp | 80.3%-66.7pp |
| Annual return | 12.74% | 31.92%-19.2pp | 29.47%-16.7pp | 552.29%-539.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,833 | $5,736-68.0% | $5,056-63.7% | $6,689-72.6% |
| Admin fee / account holder | $11,998 | $13,353-10.1% | $9,460+26.8% | $13,390-10.4% |