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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 | $13,576 | $86,298-84.3% | $111,308-87.8% | $85,847-84.2% |
| Participation rate | 23.7% | 73.3%-49.7pp | 77.3%-53.6pp | 69.3%-45.6pp |
| Annual return | 12.26% | 19.99%-7.7pp | 54.67%-42.4pp | 318.61%-306.3pp |
| Employer contribution / active EE | $1,194 | $2,044-41.6% | $2,732-56.3% | $2,565-53.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,614 | $8,189-80.3% | $7,965-79.7% | $6,261-74.2% |