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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 | $19,212 | $157,296-87.8% | $141,191-86.4% | $152,897-87.4% |
| Participation rate | 45.0% | 84.8%-39.8pp | 82.5%-37.5pp | 82.5%-37.5pp |
| Annual return | 21.26% | 64.34%-43.1pp | 71.41%-50.2pp | 345.43%-324.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,369 | $7,111-38.6% | $6,710-34.9% | $5,851-25.3% |
| Admin fee / account holder | $2,797 | $12,125-76.9% | $10,264-72.7% | $11,599-75.9% |