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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 | $17,290 | $165,912-89.6% | $122,342-85.9% | $147,585-88.3% |
| Participation rate | 29.2% | 79.6%-50.4pp | 71.6%-42.5pp | 82.8%-53.7pp |
| Annual return | 17.81% | 34.55%-16.7pp | 30.28%-12.5pp | 578.56%-560.7pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,025 | $4,005-74.4% | $3,287-68.8% | $5,439-81.1% |
| Admin fee / account holder | $2,168 | $7,424-70.8% | $5,478-60.4% | $10,885-80.1% |