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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 | $11,703 | $103,393-88.7% | $87,103-86.6% | $152,909-92.3% |
| Participation rate | 54.2% | 79.4%-25.2pp | 76.9%-22.7pp | 82.5%-28.3pp |
| Annual return | 24.45% | 28.10%-3.7pp | 28.19%-3.7pp | 345.46%-321.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,491 | $4,778-47.9% | $4,049-38.5% | $5,851-57.4% |
| Admin fee / account holder | $1,808 | $12,195-85.2% | $7,491-75.9% | $11,601-84.4% |