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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 | $174,769 | $305,245-42.7% | $258,236-32.3% | $428,746-59.2% |
| Participation rate | 20.0% | 85.7%-65.7pp | 81.9%-61.9pp | 88.2%-68.2pp |
| Annual return | 20.67% | -5.74%+26.4pp | -3.31%+24.0pp | 331.92%-311.3pp |
| Employer contribution / active EE | $0 | $9,167-100.0% | $7,891-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $5,791-100.0% | $5,237-100.0% | $5,961-100.0% |
| Admin fee / account holder | $957 | $16,482-94.2% | $14,475-93.4% | $31,735-97.0% |