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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 | $12,579 | $148,623-91.5% | $135,974-90.7% | $139,466-91.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.28% | 79.30%-59.0pp | 68.30%-48.0pp | 373.66%-353.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,008 | $8,103-38.2% | $7,760-35.5% | $6,712-25.4% |
| Admin fee / account holder | $551 | $12,406-95.6% | $10,767-94.9% | $11,409-95.2% |