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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 | $19,718 | $197,603-90.0% | $177,827-88.9% | $158,950-87.6% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 25.22% | 58.76%-33.5pp | 48.32%-23.1pp | 302.91%-277.7pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,325 | $8,404-36.6% | $7,713-31.0% | $5,983-11.0% |
| Admin fee / account holder | $3,620 | $15,402-76.5% | $12,429-70.9% | $11,248-67.8% |