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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 | $12,142 | $115,814-89.5% | $101,275-88.0% | $158,982-92.4% |
| Participation rate | 58.8% | 79.4%-20.5pp | 75.8%-17.0pp | 82.0%-23.1pp |
| Annual return | 13.02% | 56.16%-43.1pp | 46.48%-33.5pp | 302.99%-290.0pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,595 | $4,958-67.8% | $4,371-63.5% | $5,983-73.3% |
| Admin fee / account holder | $3,447 | $7,249-52.5% | $5,948-42.1% | $11,252-69.4% |