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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 | $16,038 | $148,629-89.2% | $135,982-88.2% | $139,487-88.5% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 33.55% | 79.33%-45.8pp | 68.32%-34.8pp | 373.84%-340.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,248 | $8,102-47.6% | $7,760-45.3% | $6,713-36.7% |
| Admin fee / account holder | $1,909 | $12,406-84.6% | $10,767-82.3% | $11,407-83.3% |