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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 | $13,185 | $141,001-90.6% | $112,228-88.3% | $139,487-90.5% |
| Participation rate | 38.5% | 79.2%-40.7pp | 72.4%-34.0pp | 80.3%-41.9pp |
| Annual return | 21.77% | 32.75%-11.0pp | 30.23%-8.5pp | 373.84%-352.1pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,432-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,843 | $5,877-68.6% | $4,800-61.6% | $6,713-72.5% |
| Admin fee / account holder | $1,495 | $9,959-85.0% | $7,752-80.7% | $11,407-86.9% |