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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 | $13,691 | $117,829-88.4% | $102,423-86.6% | $145,877-90.6% |
| Participation rate | 43.8% | 78.6%-34.9pp | 76.5%-32.8pp | 80.3%-36.6pp |
| Annual return | 10.91% | 31.83%-20.9pp | 29.42%-18.5pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,663 | $5,732-53.5% | $5,054-47.3% | $6,691-60.2% |
| Admin fee / account holder | $3,467 | $13,335-74.0% | $9,455-63.3% | $13,402-74.1% |