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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 | $26,034 | $217,432-88.0% | $185,849-86.0% | $167,536-84.5% |
| Participation rate | 14.3% | 86.1%-71.8pp | 81.7%-67.4pp | 82.1%-67.8pp |
| Annual return | 21.53% | 148.42%-126.9pp | 122.10%-100.6pp | 478.82%-457.3pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $812 | $19,818-95.9% | $16,244-95.0% | $12,315-93.4% |