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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 | $16,134 | $80,748-80.0% | $102,383-84.2% | $74,429-78.3% |
| Participation rate | 24.1% | 65.7%-41.6pp | 74.5%-50.4pp | 67.2%-43.1pp |
| Annual return | 14.90% | 27.57%-12.7pp | 24.94%-10.0pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,725 | $3,861-55.3% | $5,060-65.9% | $4,348-60.3% |
| Admin fee / account holder | $5,470 | $2,371+130.7% | $8,391-34.8% | $1,944+181.4% |