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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 | $8,445 | $103,008-91.8% | $90,304-90.6% | $152,897-94.5% |
| Participation rate | 31.6% | 75.9%-44.3pp | 73.3%-41.7pp | 82.5%-50.9pp |
| Annual return | 21.94% | 95.22%-73.3pp | 78.13%-56.2pp | 345.43%-323.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,104 | $4,281-74.2% | $3,885-71.6% | $5,851-81.1% |
| Admin fee / account holder | $4,380 | $6,175-29.1% | $5,354-18.2% | $11,599-62.2% |