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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 | $13,831 | $80,992-82.9% | $96,534-85.7% | $75,173-81.6% |
| Participation rate | 35.3% | 71.8%-36.5pp | 76.0%-40.7pp | 67.2%-31.9pp |
| Annual return | 57.93% | 27.05%+30.9pp | 25.88%+32.1pp | 160.72%-102.8pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,927 | $3,929-50.9% | $4,851-60.3% | $4,126-53.3% |
| Admin fee / account holder | $838 | $6,717-87.5% | $8,253-89.8% | $5,651-85.2% |