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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 | $19,001 | $162,821-88.3% | $133,978-85.8% | $158,982-88.0% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 15.17% | 41.95%-26.8pp | 45.10%-29.9pp | 302.99%-287.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,114 | $5,910-30.4% | $5,047-18.5% | $5,983-31.2% |
| Admin fee / account holder | $7,256 | $11,742-38.2% | $8,930-18.7% | $11,252-35.5% |