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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 | $15,090 | $77,145-80.4% | $108,410-86.1% | $85,856-82.4% |
| Participation rate | 32.0% | 74.7%-42.7pp | 80.1%-48.1pp | 69.3%-37.3pp |
| Annual return | 13.82% | 44.54%-30.7pp | 905.34%-891.5pp | 318.58%-304.8pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,749 | $5,566-32.6% | $6,562-42.9% | $3,952-5.1% |
| Admin fee / account holder | $5,187 | $5,172+0.3% | $7,296-28.9% | $6,261-17.1% |