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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 | $15,225 | $157,276-90.3% | $141,177-89.2% | $152,885-90.0% |
| Participation rate | 40.9% | 84.8%-43.9pp | 82.5%-41.6pp | 82.5%-41.5pp |
| Annual return | 15.59% | 64.33%-48.7pp | 71.40%-55.8pp | 345.39%-329.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,819 | $7,110-60.4% | $6,710-58.0% | $5,851-51.8% |
| Admin fee / account holder | $1,905 | $12,123-84.3% | $10,263-81.4% | $11,598-83.6% |