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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 | $18,335 | $106,923-82.9% | $84,023-78.2% | $152,909-88.0% |
| Participation rate | 57.9% | 75.3%-17.4pp | 69.0%-11.1pp | 82.5%-24.6pp |
| Annual return | 74.24% | 105.02%-30.8pp | 71.32%+2.9pp | 345.46%-271.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,356 | $4,013-66.2% | $3,239-58.1% | $5,851-76.8% |
| Admin fee / account holder | $1,015 | $8,289-87.8% | $6,102-83.4% | $11,601-91.3% |