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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 | $15,831 | $166,131-90.5% | $164,975-90.4% | $145,877-89.1% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 14.72% | 100.37%-85.6pp | 70.12%-55.4pp | 551.28%-536.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,062 | $6,962-56.0% | $6,033-49.2% | $6,691-54.2% |
| Admin fee / account holder | $7,974 | $16,648-52.1% | $12,688-37.2% | $13,402-40.5% |