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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 | $22,018 | $102,422-78.5% | $147,117-85.0% | $80,959-72.8% |
| Participation rate | 53.3% | 75.9%-22.5pp | 82.2%-28.9pp | 67.7%-14.3pp |
| Annual return | 15.45% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,416 | $6,652-48.6% | $8,065-57.6% | $4,300-20.6% |
| Admin fee / account holder | $4,438 | $7,953-44.2% | $12,993-65.8% | $6,925-35.9% |