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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 | $10,508 | $95,383-89.0% | $185,837-94.3% | $85,856-87.8% |
| Participation rate | 51.6% | 68.8%-17.2pp | 81.7%-30.1pp | 69.3%-17.7pp |
| Annual return | 11.65% | 23.59%-11.9pp | 122.08%-110.4pp | 318.58%-306.9pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,480 | $3,423-56.8% | $5,568-73.4% | $3,952-62.6% |
| Admin fee / account holder | $4,946 | $7,213-31.4% | $16,241-69.5% | $6,261-21.0% |