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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 | $9,874 | $176,105-94.4% | $159,474-93.8% | $167,536-94.1% |
| Participation rate | 20.0% | 85.0%-65.0pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | 11.04% | 331.91%-320.9pp | 263.68%-252.6pp | 478.82%-467.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,811 | $7,751-50.8% | $7,353-48.2% | $6,342-39.9% |
| Admin fee / account holder | $46,328 | $12,559+268.9% | $10,802+328.9% | $12,315+276.2% |