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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 | $22,135 | $112,131-80.3% | $95,964-76.9% | $158,982-86.1% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 11.53% | 171.19%-159.7pp | 91.64%-80.1pp | 302.99%-291.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,394 | $4,784-29.1% | $4,167-18.5% | $5,983-43.3% |
| Admin fee / account holder | $689 | $10,136-93.2% | $6,797-89.9% | $11,252-93.9% |