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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 | $18,177 | $105,200-82.7% | $159,474-88.6% | $85,847-78.8% |
| Participation rate | 34.4% | 75.8%-41.4pp | 82.8%-48.5pp | 69.3%-34.9pp |
| Annual return | 29.57% | 45.08%-15.5pp | 263.68%-234.1pp | 318.61%-289.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,067 | $5,946-48.4% | $7,353-58.3% | $3,952-22.4% |
| Admin fee / account holder | $1,465 | $6,934-78.9% | $10,802-86.4% | $6,261-76.6% |