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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 | $81,446-81.1% | $103,374-85.1% | $80,874-81.0% |
| Participation rate | 44.0% | 66.9%-22.9pp | 74.5%-30.5pp | 67.6%-23.6pp |
| Annual return | 98.13% | 25.57%+72.6pp | 24.89%+73.2pp | 35.62%+62.5pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,955 | $3,870-23.6% | $5,058-41.6% | $4,297-31.2% |
| Admin fee / account holder | $1,046 | $6,715-84.4% | $8,394-87.5% | $6,935-84.9% |