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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 | $13,633 | $183,627-92.6% | $155,602-91.2% | $145,978-90.7% |
| Participation rate | 31.6% | 82.7%-51.1pp | 78.2%-46.6pp | 80.3%-48.7pp |
| Annual return | 14.26% | 61.32%-47.1pp | 64.81%-50.6pp | 550.52%-536.3pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,763 | $6,466-57.3% | $5,629-50.9% | $6,690-58.7% |
| Admin fee / account holder | $11,106 | $19,327-42.5% | $15,923-30.3% | $13,400-17.1% |