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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 | $15,790 | $132,634-88.1% | $115,768-86.4% | $137,256-88.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 16.19% | 160.70%-144.5pp | 100.46%-84.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,697 | $5,619-52.0% | $4,917-45.2% | $6,407-57.9% |
| Admin fee / account holder | $407 | $15,028-97.3% | $12,439-96.7% | $12,270-96.7% |