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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 | $18,846 | $157,270-88.0% | $141,173-86.7% | $152,870-87.7% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.4%-24.1pp |
| Annual return | 19.71% | 64.33%-44.6pp | 71.40%-51.7pp | 345.34%-325.6pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,339 | $7,110-67.1% | $6,710-65.1% | $5,850-60.0% |
| Admin fee / account holder | $1,269 | $12,121-89.5% | $10,262-87.6% | $11,597-89.1% |