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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 | $11,142 | $228,352-95.1% | $185,835-94.0% | $158,966-93.0% |
| Participation rate | 44.4% | 82.3%-37.9pp | 78.0%-33.6pp | 82.0%-37.5pp |
| Annual return | 12.01% | 40.81%-28.8pp | 35.96%-23.9pp | 302.95%-290.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,966 | $6,416-69.4% | $5,633-65.1% | $5,983-67.1% |
| Admin fee / account holder | $22,560 | $11,867+90.1% | $9,502+137.4% | $11,250+100.5% |