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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 | $7,657 | $103,008-92.6% | $90,304-91.5% | $152,897-95.0% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.5%-62.5pp |
| Annual return | 17.76% | 95.22%-77.5pp | 78.13%-60.4pp | 345.43%-327.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,469 | $4,281-42.3% | $3,885-36.5% | $5,851-57.8% |
| Admin fee / account holder | $41,062 | $6,175+565.0% | $5,354+667.0% | $11,599+254.0% |