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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 | $27,730 | $176,786-84.3% | $146,643-81.1% | $167,536-83.4% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 17.47% | 24.04%-6.6pp | 22.75%-5.3pp | 478.82%-461.4pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,882 | $6,440-39.7% | $5,506-29.5% | $6,342-38.8% |
| Admin fee / account holder | $675 | $13,262-94.9% | $10,280-93.4% | $12,315-94.5% |