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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 | $21,116 | $96,731-78.2% | $123,973-83.0% | $86,983-75.7% |
| Participation rate | 47.4% | 70.0%-22.7pp | 76.7%-29.3pp | 69.5%-22.2pp |
| Annual return | 11.72% | 17.33%-5.6pp | 388.13%-376.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,869 | $4,152-55.0% | $5,247-64.4% | $4,194-55.4% |
| Admin fee / account holder | $6,310 | $8,722-27.7% | $11,799-46.5% | $7,856-19.7% |