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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 | $16,672 | $135,956-87.7% | $123,894-86.5% | $273,972-93.9% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 4.40% | 56.63%-52.2pp | 47.52%-43.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,198 | $6,343-65.3% | $5,984-63.3% | $5,287-58.4% |
| Admin fee / account holder | $43,732 | $9,817+345.4% | $8,357+423.3% | $10,133+331.6% |