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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 | $11,068 | $202,440-94.5% | $169,390-93.5% | $139,466-92.1% |
| Participation rate | 21.7% | 81.1%-59.4pp | 77.2%-55.4pp | 80.3%-58.6pp |
| Annual return | 26.31% | 532.36%-506.1pp | 406.07%-379.8pp | 373.66%-347.4pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,643 | $6,940-76.3% | $6,222-73.6% | $6,712-75.5% |
| Admin fee / account holder | $1,998 | $10,722-81.4% | $9,015-77.8% | $11,409-82.5% |