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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 | $13,131 | $141,001-90.7% | $112,228-88.3% | $139,487-90.6% |
| Participation rate | 40.0% | 79.2%-39.2pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 18.17% | 32.75%-14.6pp | 30.23%-12.1pp | 373.84%-355.7pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,432-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,740 | $5,877-70.4% | $4,800-63.8% | $6,713-74.1% |
| Admin fee / account holder | $466 | $9,959-95.3% | $7,752-94.0% | $11,407-95.9% |