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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 | $13,717 | $91,179-85.0% | $178,499-92.3% | $79,852-82.8% |
| Participation rate | 17.6% | 69.2%-51.6pp | 81.9%-64.4pp | 69.6%-52.1pp |
| Annual return | 16.45% | 24.19%-7.7pp | 151.10%-134.7pp | 31.72%-15.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,054 | $3,236-67.4% | $5,202-79.7% | $3,740-71.8% |
| Admin fee / account holder | $735 | $6,749-89.1% | $13,986-94.7% | $5,306-86.1% |