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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 | $17,793 | $175,259-89.8% | $149,723-88.1% | $139,487-87.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 22.40% | 166.82%-144.4pp | 134.50%-112.1pp | 373.84%-351.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,594 | $6,522-14.2% | $5,682-1.5% | $6,713-16.7% |
| Admin fee / account holder | $1,731 | $16,158-89.3% | $13,215-86.9% | $11,407-84.8% |