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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 | $19,709 | $201,344-90.2% | $184,243-89.3% | $145,877-86.5% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 15.89% | 29.01%-13.1pp | 28.82%-12.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,416 | $9,807-65.2% | $9,132-62.6% | $6,691-48.9% |
| Admin fee / account holder | $12,598 | $16,382-23.1% | $13,914-9.5% | $13,402-6.0% |