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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 | $20,765 | $127,387-83.7% | $115,038-81.9% | $125,389-83.4% |
| Participation rate | 4.2% | 84.2%-80.0pp | 81.4%-77.2pp | 83.2%-79.0pp |
| Annual return | -1.38% | 31.28%-32.7pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,117 | $6,423+10.8% | $6,026+18.1% | $5,352+33.0% |
| Admin fee / account holder | $20,605 | $9,516+116.5% | $8,175+152.0% | $9,541+116.0% |