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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 | $11,461 | $115,903-90.1% | $100,528-88.6% | $158,966-92.8% |
| Participation rate | 29.4% | 81.6%-52.2pp | 79.4%-50.0pp | 82.0%-52.6pp |
| Annual return | 28.81% | 34.80%-6.0pp | 30.90%-2.1pp | 302.95%-274.1pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,529 | $6,677-47.1% | $6,271-43.7% | $5,983-41.0% |
| Admin fee / account holder | $2,140 | $11,000-80.5% | $8,084-73.5% | $11,250-81.0% |