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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 | $16,516 | $197,603-91.6% | $177,827-90.7% | $158,950-89.6% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.7%-47.7pp | 82.0%-42.0pp |
| Annual return | 14.42% | 58.76%-44.3pp | 48.32%-33.9pp | 302.91%-288.5pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,447 | $8,404-59.0% | $7,713-55.3% | $5,983-42.4% |
| Admin fee / account holder | $1,087 | $15,402-92.9% | $12,429-91.3% | $11,248-90.3% |