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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 | $10,650 | $132,099-91.9% | $115,599-90.8% | $138,895-92.3% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.3%-19.3pp | 79.9%-24.9pp |
| Annual return | 20.47% | 176.76%-156.3pp | 111.10%-90.6pp | 145.39%-124.9pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,956 | $5,617-65.2% | $4,889-60.0% | $6,396-69.4% |
| Admin fee / account holder | $348 | $15,650-97.8% | $12,841-97.3% | $12,562-97.2% |