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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 | $18,507 | $124,336-85.1% | $111,303-83.4% | $167,518-89.0% |
| Participation rate | 47.6% | 79.6%-32.0pp | 77.3%-29.7pp | 82.1%-34.5pp |
| Annual return | 19.92% | 37.45%-17.5pp | 54.66%-34.7pp | 478.71%-458.8pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,554 | $5,181-12.1% | $4,487+1.5% | $6,342-28.2% |
| Admin fee / account holder | $5,627 | $10,623-47.0% | $7,966-29.4% | $12,312-54.3% |