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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 | $12,964 | $85,766-84.9% | $136,295-90.5% | $70,131-81.5% |
| Participation rate | 57.8% | 74.2%-16.4pp | 81.9%-24.1pp | 69.5%-11.8pp |
| Annual return | 19.82% | 31.45%-11.6pp | 5155.97%-5136.2pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,768 | $5,051+14.2% | $6,247-7.7% | $3,332+73.1% |
| Admin fee / account holder | $1,139 | $5,420-79.0% | $9,243-87.7% | $4,645-75.5% |