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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 | $16,022 | $99,345-83.9% | $84,753-81.1% | $273,972-94.2% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | 285.55% | 22.93%+262.6pp | 22.78%+262.8pp | 41.46%+244.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,217 | $4,270-24.7% | $3,712-13.3% | $5,287-39.2% |
| Admin fee / account holder | $320 | $6,645-95.2% | $5,333-94.0% | $10,133-96.8% |