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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 | $19,459 | $157,296-87.6% | $141,191-86.2% | $152,897-87.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 19.60% | 64.34%-44.7pp | 71.41%-51.8pp | 345.43%-325.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,216 | $7,111-26.6% | $6,710-22.3% | $5,851-10.9% |
| Admin fee / account holder | $1,236 | $12,125-89.8% | $10,264-88.0% | $11,599-89.3% |