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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 | $15,204 | $79,189-80.8% | $102,457-85.2% | $74,400-79.6% |
| Participation rate | 66.9% | 74.8%-7.8pp | 76.5%-9.5pp | 67.2%-0.3pp |
| Annual return | 28.33% | 54.98%-26.7pp | 29.41%-1.1pp | 1367.51%-1339.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,022-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,080 | $4,415-30.2% | $5,054-39.1% | $4,348-29.2% |
| Admin fee / account holder | $956 | $2,002-52.2% | $9,451-89.9% | $1,944-50.8% |