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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 | $15,357 | $99,079-84.5% | $78,002-80.3% | $273,972-94.4% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.5%-55.5pp | 83.0%-63.0pp |
| Annual return | 18.10% | 217.93%-199.8pp | 425.99%-407.9pp | 41.46%-23.4pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,082 | $4,306-74.9% | $3,497-69.0% | $5,287-79.5% |
| Admin fee / account holder | $1,531 | $8,954-82.9% | $5,481-72.1% | $10,133-84.9% |