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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 | $26,481 | $91,559-71.1% | $133,971-80.2% | $79,852-66.8% |
| Participation rate | 7.7% | 73.3%-65.7pp | 79.8%-72.1pp | 69.6%-61.9pp |
| Annual return | 13.15% | 61.85%-48.7pp | 45.09%-31.9pp | 31.72%-18.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,935 | $6,321-53.6% | $8,929-67.1% | $5,306-44.7% |