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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 | $21,761 | $93,373-76.7% | $152,473-85.7% | $85,851-74.7% |
| Participation rate | 68.4% | 70.1%-1.7pp | 78.2%-9.8pp | 69.3%-0.9pp |
| Annual return | 17.74% | 21.84%-4.1pp | 757.59%-739.9pp | 318.63%-300.9pp |
| Employer contribution / active EE | $0 | $2,996-100.0% | $4,326-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,607 | $4,550-20.7% | $5,817-38.0% | $3,952-8.7% |
| Admin fee / account holder | $469 | $13,853-96.6% | $15,811-97.0% | $6,261-92.5% |