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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 | $17,946 | $125,237-85.7% | $105,608-83.0% | $145,877-87.7% |
| Participation rate | 69.2% | 77.7%-8.4pp | 75.3%-6.1pp | 80.3%-11.1pp |
| Annual return | 8.46% | 225.76%-217.3pp | 116.50%-108.0pp | 551.28%-542.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,840 | $5,711-50.3% | $5,010-43.3% | $6,691-57.6% |
| Admin fee / account holder | $7,817 | $17,287-54.8% | $11,028-29.1% | $13,402-41.7% |