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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 | $11,462 | $98,240-88.3% | $82,312-86.1% | $147,586-92.2% |
| Participation rate | 40.9% | 79.7%-38.8pp | 76.9%-36.0pp | 82.8%-41.9pp |
| Annual return | 14.70% | 30.85%-16.2pp | 25.88%-11.2pp | 578.59%-563.9pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,089 | $4,383-52.3% | $3,706-43.6% | $5,439-61.6% |
| Admin fee / account holder | $3,901 | $8,563-54.4% | $5,608-30.4% | $10,886-64.2% |