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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 | $19,757 | $226,135-91.3% | $182,558-89.2% | $152,909-87.1% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.0%-53.0pp | 82.5%-57.5pp |
| Annual return | 15.38% | 192.60%-177.2pp | 148.59%-133.2pp | 345.46%-330.1pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,313 | $6,371-48.0% | $5,526-40.0% | $5,851-43.4% |
| Admin fee / account holder | $15,233 | $10,707+42.3% | $8,594+77.3% | $11,601+31.3% |