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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 | $102,393-77.1% | $147,041-84.0% | $80,911-71.0% |
| Participation rate | 55.4% | 75.9%-20.5pp | 82.2%-26.8pp | 67.6%-12.3pp |
| Annual return | 16.91% | 134.95%-118.0pp | 419.21%-402.3pp | 35.63%-18.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,136 | $6,647+7.4% | $8,071-11.6% | $4,297+66.1% |
| Admin fee / account holder | $2,348 | $7,943-70.4% | $13,006-81.9% | $6,935-66.1% |