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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 | $23,478 | $102,385-77.1% | $147,080-84.0% | $80,935-71.0% |
| Participation rate | 55.4% | 75.9%-20.5pp | 82.2%-26.8pp | 67.7%-12.3pp |
| Annual return | 16.91% | 135.09%-118.2pp | 420.17%-403.3pp | 35.66%-18.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,136 | $6,651+7.3% | $8,066-11.5% | $4,299+66.0% |
| Admin fee / account holder | $2,348 | $7,951-70.5% | $12,989-81.9% | $6,924-66.1% |