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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 | $6,031 | $160,028-96.2% | $147,080-95.9% | $145,884-95.9% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.1pp | 80.3%-19.2pp |
| Annual return | 14.40% | 98.60%-84.2pp | 420.17%-405.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,688 | $8,422-56.2% | $8,066-54.3% | $6,690-44.9% |
| Admin fee / account holder | $3,038 | $15,030-79.8% | $12,989-76.6% | $13,392-77.3% |