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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 | $19,180 | $157,276-87.8% | $141,177-86.4% | $152,885-87.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 15.79% | 64.33%-48.5pp | 71.40%-55.6pp | 345.39%-329.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,333 | $7,110+31.3% | $6,710+39.1% | $5,851+59.5% |
| Admin fee / account holder | $30,195 | $12,123+149.1% | $10,263+194.2% | $11,598+160.3% |