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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 | $15,251 | $135,956-88.8% | $123,894-87.7% | $273,972-94.4% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 8.68% | 56.63%-48.0pp | 47.52%-38.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,085 | $6,343-19.8% | $5,984-15.0% | $5,287-3.8% |
| Admin fee / account holder | $45,603 | $9,817+364.5% | $8,357+445.7% | $10,133+350.1% |