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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 | $11,425 | $157,304-92.7% | $141,197-91.9% | $152,909-92.5% |
| Participation rate | 28.6% | 84.8%-56.3pp | 82.5%-53.9pp | 82.5%-53.9pp |
| Annual return | 31.30% | 64.34%-33.0pp | 71.41%-40.1pp | 345.46%-314.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,009 | $7,111-29.6% | $6,710-25.3% | $5,851-14.4% |
| Admin fee / account holder | $534 | $12,126-95.6% | $10,265-94.8% | $11,601-95.4% |