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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 | $4,873 | $104,953-95.4% | $84,637-94.2% | $152,909-96.8% |
| Participation rate | 35.0% | 74.8%-39.8pp | 68.2%-33.2pp | 82.5%-47.5pp |
| Annual return | 21.01% | 373.94%-352.9pp | 258.82%-237.8pp | 345.46%-324.5pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,180 | $4,691-74.8% | $3,900-69.7% | $5,851-79.8% |
| Admin fee / account holder | $863 | $6,244-86.2% | $4,914-82.4% | $11,601-92.6% |