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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 | $25,632 | $156,616-83.6% | $133,346-80.8% | $198,609-87.1% |
| Participation rate | 33.3% | 77.7%-44.4pp | 72.8%-39.5pp | 82.4%-49.0pp |
| Annual return | 13.44% | 44.25%-30.8pp | 36.85%-23.4pp | 202.70%-189.3pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $684 | $17,468-96.1% | $14,264-95.2% | $19,030-96.4% |