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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 | $14,140 | $157,304-91.0% | $141,197-90.0% | $152,909-90.8% |
| Participation rate | 52.6% | 84.8%-32.2pp | 82.5%-29.8pp | 82.5%-29.8pp |
| Annual return | 42.14% | 64.34%-22.2pp | 71.41%-29.3pp | 345.46%-303.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,685 | $7,111-62.2% | $6,710-60.0% | $5,851-54.1% |
| Admin fee / account holder | $3,430 | $12,126-71.7% | $10,265-66.6% | $11,601-70.4% |