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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 | $18,028 | $117,895-84.7% | $102,460-82.4% | $145,897-87.6% |
| Participation rate | 19.0% | 78.6%-59.6pp | 76.5%-57.5pp | 80.3%-61.3pp |
| Annual return | 13.37% | 31.92%-18.6pp | 29.47%-16.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,307 | $5,736-59.8% | $5,056-54.4% | $6,689-65.5% |
| Admin fee / account holder | $166,903 | $13,353+1150.0% | $9,460+1664.3% | $13,390+1146.4% |