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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 | $19,666 | $103,392-81.0% | $87,104-77.4% | $152,897-87.1% |
| Participation rate | 45.5% | 79.4%-33.9pp | 76.9%-31.4pp | 82.5%-37.0pp |
| Annual return | 19.30% | 28.10%-8.8pp | 28.19%-8.9pp | 345.43%-326.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,631 | $4,778-44.9% | $4,048-35.0% | $5,851-55.0% |
| Admin fee / account holder | $885 | $12,194-92.7% | $7,491-88.2% | $11,599-92.4% |