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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 | $15,233 | $160,028-90.5% | $147,080-89.6% | $145,884-89.6% |
| Participation rate | 52.2% | 84.0%-31.8pp | 82.2%-30.0pp | 80.3%-28.1pp |
| Annual return | 12.92% | 98.60%-85.7pp | 420.17%-407.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,770 | $8,422-67.1% | $8,066-65.7% | $6,690-58.6% |
| Admin fee / account holder | $5,264 | $15,030-65.0% | $12,989-59.5% | $13,392-60.7% |