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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 | $18,500 | $165,912-88.8% | $122,342-84.9% | $147,585-87.5% |
| Participation rate | 9.5% | 79.6%-70.1pp | 71.6%-62.1pp | 82.8%-73.3pp |
| Annual return | 8.43% | 34.55%-26.1pp | 30.28%-21.8pp | 578.57%-570.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $473 | $4,005-88.2% | $3,287-85.6% | $5,439-91.3% |
| Admin fee / account holder | $1,365 | $7,424-81.6% | $5,478-75.1% | $10,885-87.5% |