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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 | $15,396 | $102,422-85.0% | $147,117-89.5% | $80,959-81.0% |
| Participation rate | 46.7% | 75.9%-29.2pp | 82.2%-35.5pp | 67.7%-21.0pp |
| Annual return | 82.97% | 135.16%-52.2pp | 420.54%-337.6pp | 35.67%+47.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,725 | $6,652-13.9% | $8,065-29.0% | $4,300+33.1% |
| Admin fee / account holder | $6,412 | $7,953-19.4% | $12,993-50.7% | $6,925-7.4% |