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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 | $15,790 | $139,948-88.7% | $121,663-87.0% | $154,746-89.8% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 16.19% | 230.52%-214.3pp | 147.54%-131.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,697 | $5,629-52.1% | $4,887-44.8% | $6,730-59.9% |
| Admin fee / account holder | $407 | $17,321-97.6% | $14,289-97.2% | $14,365-97.2% |