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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 | $24,901 | $213,785-88.4% | $185,441-86.6% | $155,188-84.0% |
| Participation rate | 18.2% | 83.2%-65.0pp | 80.3%-62.1pp | 80.8%-62.6pp |
| Annual return | 15.72% | 19.97%-4.2pp | 20.16%-4.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,548 | $6,864-48.3% | $6,152-42.3% | $6,531-45.7% |
| Admin fee / account holder | $12,085 | $21,134-42.8% | $17,890-32.5% | $14,480-16.5% |