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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 | $19,885 | $96,731-79.4% | $123,973-84.0% | $86,983-77.1% |
| Participation rate | 55.6% | 70.0%-14.5pp | 76.7%-21.1pp | 69.5%-14.0pp |
| Annual return | 18.55% | 17.33%+1.2pp | 388.13%-369.6pp | 25.83%-7.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,792 | $4,152-32.8% | $5,247-46.8% | $4,194-33.4% |
| Admin fee / account holder | $1,016 | $8,722-88.3% | $11,799-91.4% | $7,856-87.1% |