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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 | $13,784 | $176,105-92.2% | $159,474-91.4% | $167,536-91.8% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 39.38% | 331.91%-292.5pp | 263.68%-224.3pp | 478.82%-439.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,968 | $7,751+28.6% | $7,353+35.6% | $6,342+57.2% |
| Admin fee / account holder | $4,238 | $12,559-66.3% | $10,802-60.8% | $12,315-65.6% |