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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 | $13,960 | $232,540-94.0% | $185,117-92.5% | $147,586-90.5% |
| Participation rate | 58.3% | 82.4%-24.0pp | 77.3%-18.9pp | 82.8%-24.5pp |
| Annual return | 14.91% | 43.03%-28.1pp | 40.50%-25.6pp | 578.59%-563.7pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,669 | $5,834-54.2% | $5,045-47.1% | $5,439-50.9% |
| Admin fee / account holder | $8,181 | $10,275-20.4% | $8,159+0.3% | $10,886-24.8% |