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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 | $13,792 | $93,346-85.2% | $71,796-80.8% | $273,972-95.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 3.63% | 130.39%-126.8pp | 78.04%-74.4pp | 41.46%-37.8pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,882 | $3,475-45.9% | $2,794-32.7% | $5,287-64.4% |
| Admin fee / account holder | $9,111 | $6,571+38.7% | $4,815+89.2% | $10,133-10.1% |