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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 | $19,489 | $176,786-89.0% | $146,643-86.7% | $167,536-88.4% |
| Participation rate | 30.0% | 83.6%-53.6pp | 80.1%-50.1pp | 82.1%-52.1pp |
| Annual return | 12.76% | 24.04%-11.3pp | 22.75%-10.0pp | 478.82%-466.1pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $338 | $13,262-97.4% | $10,280-96.7% | $12,315-97.3% |