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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 | $12,582 | $149,741-91.6% | $118,914-89.4% | $158,982-92.1% |
| Participation rate | 47.4% | 82.1%-34.7pp | 75.4%-28.0pp | 82.0%-34.6pp |
| Annual return | 13.08% | 19.94%-6.9pp | 35.89%-22.8pp | 302.99%-289.9pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,482 | $5,226-52.5% | $4,266-41.8% | $5,983-58.5% |
| Admin fee / account holder | $22,934 | $8,607+166.4% | $6,582+248.4% | $11,252+103.8% |