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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 | $8,297 | $144,130-94.2% | $117,861-93.0% | $147,586-94.4% |
| Participation rate | 42.9% | 83.4%-40.6pp | 79.7%-36.8pp | 82.8%-40.0pp |
| Annual return | 19.44% | 531.20%-511.8pp | 335.11%-315.7pp | 578.59%-559.2pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,788 | $5,316-66.4% | $4,482-60.1% | $5,439-67.1% |
| Admin fee / account holder | $2,724 | $10,887-75.0% | $8,021-66.0% | $10,886-75.0% |