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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 | $17,935 | $54,729-67.2% | $86,235-79.2% | $71,529-74.9% |
| Participation rate | 50.0% | 60.1%-10.1pp | 69.0%-19.0pp | 67.9%-17.9pp |
| Annual return | 17.42% | 20.07%-2.6pp | 1170.03%-1152.6pp | 28.97%-11.6pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,366 | $3,110-56.1% | $3,987-65.7% | $4,291-68.2% |
| Admin fee / account holder | $1,368 | $1,921-28.8% | $6,856-80.0% | $1,588-13.9% |