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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 | $20,854 | $223,823-90.7% | $211,142-90.1% | $154,746-86.5% |
| Participation rate | 56.3% | 87.9%-31.6pp | 87.3%-31.0pp | 80.7%-24.5pp |
| Annual return | 18.56% | 50.39%-31.8pp | 46.84%-28.3pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,502 | $9,750-53.8% | $9,284-51.5% | $6,730-33.1% |
| Admin fee / account holder | $622 | $19,707-96.8% | $19,076-96.7% | $14,365-95.7% |