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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 | $80,781-80.0% | $102,437-84.2% | $74,478-78.3% |
| Participation rate | 24.1% | 65.7%-41.6pp | 74.5%-50.4pp | 67.2%-43.1pp |
| Annual return | 14.90% | 27.58%-12.7pp | 24.95%-10.1pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,725 | $3,862-55.3% | $5,060-65.9% | $4,350-60.3% |
| Admin fee / account holder | $5,470 | $2,372+130.6% | $8,388-34.8% | $1,946+181.1% |