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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 | $18,183 | $102,429-82.2% | $147,096-87.6% | $80,925-77.5% |
| Participation rate | 56.6% | 75.9%-19.3pp | 82.2%-25.6pp | 67.7%-11.1pp |
| Annual return | 14.32% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,168 | $6,649-37.3% | $8,071-48.4% | $4,299-3.0% |
| Admin fee / account holder | $1,901 | $7,957-76.1% | $13,005-85.4% | $6,940-72.6% |