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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 | $12,208 | $196,972-93.8% | $182,262-93.3% | $198,609-93.9% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 17.61% | 158.27%-140.7pp | 140.60%-123.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,087 | $8,643-6.4% | $8,276-2.3% | $6,977+15.9% |
| Admin fee / account holder | $2,915 | $18,429-84.2% | $16,712-82.6% | $19,030-84.7% |