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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 | $23,237 | $102,422-77.3% | $147,117-84.2% | $80,959-71.3% |
| Participation rate | 45.0% | 75.9%-30.9pp | 82.2%-37.2pp | 67.7%-22.7pp |
| Annual return | 28.80% | 135.16%-106.4pp | 420.54%-391.7pp | 35.67%-6.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,300 | $6,652+39.8% | $8,065+15.3% | $4,300+116.3% |
| Admin fee / account holder | $7,571 | $7,953-4.8% | $12,993-41.7% | $6,925+9.3% |