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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 | $14,326 | $183,978-92.2% | $162,171-91.2% | $152,885-90.6% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 21.77% | 150.78%-129.0pp | 115.60%-93.8pp | 345.39%-323.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,493 | $8,033-31.6% | $7,297-24.7% | $5,851-6.1% |
| Admin fee / account holder | $894 | $13,122-93.2% | $10,843-91.8% | $11,598-92.3% |