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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 | $24,717 | $185,856-86.7% | $170,028-85.5% | $139,456-82.3% |
| Participation rate | 44.4% | 87.8%-43.3pp | 87.0%-42.6pp | 80.3%-35.9pp |
| Annual return | 25.41% | 60.52%-35.1pp | 53.39%-28.0pp | 373.45%-348.0pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,620 | $11,623-60.3% | $10,409-55.6% | $6,711-31.2% |
| Admin fee / account holder | $421 | $15,387-97.3% | $12,820-96.7% | $11,407-96.3% |