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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 | $10,978 | $152,619-92.8% | $125,195-91.2% | $152,909-92.8% |
| Participation rate | 41.7% | 83.3%-41.7pp | 79.8%-38.1pp | 82.5%-40.8pp |
| Annual return | 24.29% | 54.85%-30.6pp | 43.79%-19.5pp | 345.46%-321.2pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,901 | $5,869-67.6% | $4,937-61.5% | $5,851-67.5% |
| Admin fee / account holder | $3,132 | $13,437-76.7% | $9,704-67.7% | $11,601-73.0% |