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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 | $19,310 | $85,766-77.5% | $136,298-85.8% | $70,126-72.5% |
| Participation rate | 28.0% | 74.2%-46.1pp | 81.9%-53.9pp | 69.5%-41.5pp |
| Annual return | 24.32% | 31.46%-7.1pp | 5156.27%-5132.0pp | 73.15%-48.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,149 | $5,051-37.7% | $6,247-49.6% | $3,332-5.5% |
| Admin fee / account holder | $725 | $5,421-86.6% | $9,244-92.2% | $4,645-84.4% |