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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 | $15,389 | $81,504-81.1% | $102,437-85.0% | $80,959-81.0% |
| Participation rate | 44.0% | 66.9%-22.9pp | 74.5%-30.5pp | 67.7%-23.7pp |
| Annual return | 98.13% | 25.60%+72.5pp | 24.95%+73.2pp | 35.67%+62.5pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,955 | $3,871-23.6% | $5,060-41.6% | $4,300-31.3% |
| Admin fee / account holder | $1,046 | $6,719-84.4% | $8,388-87.5% | $6,925-84.9% |