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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 | $18,245 | $157,276-88.4% | $141,177-87.1% | $152,885-88.1% |
| Participation rate | 22.2% | 84.8%-62.6pp | 82.5%-60.3pp | 82.5%-60.2pp |
| Annual return | 34.79% | 64.33%-29.5pp | 71.40%-36.6pp | 345.39%-310.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,576 | $7,110-63.8% | $6,710-61.6% | $5,851-56.0% |
| Admin fee / account holder | $2,984 | $12,123-75.4% | $10,263-70.9% | $11,598-74.3% |