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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 | $10,344 | $81,696-87.3% | $70,494-85.3% | $158,982-93.5% |
| Participation rate | 37.5% | 77.7%-40.2pp | 75.1%-37.6pp | 82.0%-44.5pp |
| Annual return | 12.83% | 208.70%-195.9pp | 109.16%-96.3pp | 302.99%-290.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,253 | $4,558-72.5% | $3,711-66.2% | $5,983-79.1% |
| Admin fee / account holder | $2,211 | $6,200-64.3% | $3,848-42.5% | $11,252-80.3% |