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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 | $201,259-90.2% | $184,200-89.3% | $145,959-86.5% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 15.89% | 28.98%-13.1pp | 28.80%-12.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,416 | $9,806-65.2% | $9,132-62.6% | $6,689-48.9% |
| Admin fee / account holder | $12,598 | $16,372-23.1% | $13,907-9.4% | $13,398-6.0% |