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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 | $2,958 | $175,257-98.3% | $149,717-98.0% | $139,456-97.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 18.78% | 166.70%-147.9pp | 134.41%-115.6pp | 373.45%-354.7pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,020 | $6,521-69.0% | $5,682-64.5% | $6,711-69.9% |
| Admin fee / account holder | $1,529 | $16,156-90.5% | $13,213-88.4% | $11,407-86.6% |