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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 | $24,117 | $152,592-84.2% | $125,180-80.7% | $152,885-84.2% |
| Participation rate | 45.5% | 83.3%-37.9pp | 79.8%-34.3pp | 82.5%-37.0pp |
| Annual return | 40.58% | 54.84%-14.3pp | 43.79%-3.2pp | 345.39%-304.8pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,796 | $5,868+15.8% | $4,937+37.6% | $5,851+16.2% |
| Admin fee / account holder | $1,186 | $13,435-91.2% | $9,703-87.8% | $11,598-89.8% |