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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 | $9,185 | $144,124-93.6% | $117,857-92.2% | $147,585-93.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 19.37% | 531.17%-511.8pp | 335.09%-315.7pp | 578.57%-559.2pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,073 | $5,316-61.0% | $4,482-53.7% | $5,439-61.9% |
| Admin fee / account holder | $1,051 | $10,886-90.3% | $8,020-86.9% | $10,885-90.3% |