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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 | $117,895-88.4% | $102,460-86.6% | $145,897-90.6% |
| Participation rate | 43.8% | 78.6%-34.9pp | 76.5%-32.8pp | 80.3%-36.6pp |
| Annual return | 10.91% | 31.92%-21.0pp | 29.47%-18.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,663 | $5,736-53.6% | $5,056-47.3% | $6,689-60.2% |
| Admin fee / account holder | $3,467 | $13,353-74.0% | $9,460-63.4% | $13,390-74.1% |