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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 | $17,322 | $98,776-82.5% | $149,745-88.4% | $79,856-78.3% |
| Participation rate | 69.4% | 75.8%-6.4pp | 82.5%-13.1pp | 69.6%-0.3pp |
| Annual return | 20.20% | 27.38%-7.2pp | 276.72%-256.5pp | 31.71%-11.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,040 | $5,681-11.3% | $6,843-26.4% | $3,741+34.7% |
| Admin fee / account holder | $2,447 | $6,053-59.6% | $9,312-73.7% | $5,306-53.9% |