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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 | $15,800 | $85,766-81.6% | $136,298-88.4% | $70,126-77.5% |
| Participation rate | 35.5% | 74.2%-38.7pp | 81.9%-46.4pp | 69.5%-34.1pp |
| Annual return | 26.34% | 31.46%-5.1pp | 5156.27%-5129.9pp | 73.15%-46.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,441 | $5,051+7.7% | $6,247-12.9% | $3,332+63.3% |
| Admin fee / account holder | $2,054 | $5,421-62.1% | $9,244-77.8% | $4,645-55.8% |