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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 | $16,595 | $152,612-89.1% | $125,192-86.7% | $152,897-89.1% |
| Participation rate | 56.3% | 83.3%-27.1pp | 79.8%-23.5pp | 82.5%-26.2pp |
| Annual return | 23.03% | 54.85%-31.8pp | 43.79%-20.8pp | 345.43%-322.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,211 | $5,868+39.9% | $4,937+66.3% | $5,851+40.3% |
| Admin fee / account holder | $9,658 | $13,437-28.1% | $9,704-0.5% | $11,599-16.7% |