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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 | $20,876 | $105,210-80.2% | $159,487-86.9% | $85,851-75.7% |
| Participation rate | 68.6% | 75.8%-7.2pp | 82.8%-14.2pp | 69.3%-0.7pp |
| Annual return | 26.84% | 45.08%-18.2pp | 263.71%-236.9pp | 318.63%-291.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $396 | $6,934-94.3% | $10,804-96.3% | $6,261-93.7% |