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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 | $13,930 | $209,874-93.4% | $189,537-92.7% | $167,536-91.7% |
| Participation rate | 63.6% | 88.7%-25.0pp | 87.8%-24.2pp | 82.1%-18.5pp |
| Annual return | 19.33% | 748.61%-729.3pp | 555.34%-536.0pp | 478.82%-459.5pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,390 | $8,934-28.5% | $8,220-22.3% | $6,342+0.8% |
| Admin fee / account holder | $6,782 | $14,299-52.6% | $12,048-43.7% | $12,315-44.9% |