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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 | $17,475 | $135,956-87.1% | $123,894-85.9% | $273,972-93.6% |
| Participation rate | 18.8% | 84.1%-65.3pp | 81.4%-62.7pp | 83.0%-64.3pp |
| Annual return | 17.18% | 56.63%-39.4pp | 47.52%-30.3pp | 41.46%-24.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,226 | $6,343-1.8% | $5,984+4.0% | $5,287+17.8% |
| Admin fee / account holder | $5,016 | $9,817-48.9% | $8,357-40.0% | $10,133-50.5% |