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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 | $18,409 | $96,731-81.0% | $123,973-85.2% | $86,983-78.8% |
| Participation rate | 69.1% | 70.0%-0.9pp | 76.7%-7.5pp | 69.5%-0.4pp |
| Annual return | 16.91% | 17.33%-0.4pp | 388.13%-371.2pp | 25.83%-8.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,249 | $4,152-45.8% | $5,247-57.1% | $4,194-46.4% |
| Admin fee / account holder | $1,639 | $8,722-81.2% | $11,799-86.1% | $7,856-79.1% |