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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 | $13,235 | $53,128-75.1% | $86,582-84.7% | $70,126-81.1% |
| Participation rate | 41.8% | 65.3%-23.5pp | 73.5%-31.8pp | 69.5%-27.7pp |
| Annual return | 13.97% | 27.66%-13.7pp | 965.08%-951.1pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,106 | $2,695+15.2% | $3,609-13.9% | $3,332-6.8% |
| Admin fee / account holder | $898 | $3,584-74.9% | $4,904-81.7% | $4,645-80.7% |