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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 | $15,608 | $89,652-82.6% | $141,191-88.9% | $65,185-76.1% |
| Participation rate | 60.0% | 74.7%-14.7pp | 82.5%-22.5pp | 70.2%-10.2pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.41%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,490 | $5,691-21.1% | $6,710-33.1% | $3,514+27.8% |
| Admin fee / account holder | $389 | $569-31.6% | $10,264-96.2% | $847-54.1% |