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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 | $11,338 | $124,330-90.9% | $109,173-89.6% | $167,536-93.2% |
| Participation rate | 47.6% | 79.5%-31.8pp | 75.9%-28.3pp | 82.1%-34.5pp |
| Annual return | 18.44% | 26.04%-7.6pp | 25.75%-7.3pp | 478.82%-460.4pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,766 | $5,256-66.4% | $4,654-62.0% | $6,342-72.2% |
| Admin fee / account holder | $722 | $7,974-90.9% | $6,755-89.3% | $12,315-94.1% |