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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 | $18,758 | $166,131-88.7% | $164,975-88.6% | $145,877-87.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.10% | 100.37%-90.3pp | 70.12%-60.0pp | 551.28%-541.2pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,401 | $6,962-65.5% | $6,033-60.2% | $6,691-64.1% |
| Admin fee / account holder | $13,839 | $16,648-16.9% | $12,688+9.1% | $13,402+3.3% |