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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 | $18,793 | $157,276-88.1% | $141,177-86.7% | $152,885-87.7% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 25.73% | 64.33%-38.6pp | 71.40%-45.7pp | 345.39%-319.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,670 | $7,110-48.4% | $6,710-45.3% | $5,851-37.3% |
| Admin fee / account holder | $1,033 | $12,123-91.5% | $10,263-89.9% | $11,598-91.1% |