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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 | $16,959 | $135,956-87.5% | $123,894-86.3% | $273,972-93.8% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 23.60% | 56.63%-33.0pp | 47.52%-23.9pp | 41.46%-17.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,057 | $6,343-20.3% | $5,984-15.5% | $5,287-4.3% |
| Admin fee / account holder | $7,790 | $9,817-20.7% | $8,357-6.8% | $10,133-23.1% |