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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 | $14,677 | $183,516-92.0% | $155,534-90.6% | $145,884-89.9% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 11.18% | 61.43%-50.2pp | 64.92%-53.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,029 | $6,467-68.6% | $5,630-64.0% | $6,690-69.7% |
| Admin fee / account holder | $11,806 | $19,293-38.8% | $15,900-25.7% | $13,392-11.8% |