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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 | $14,664 | $226,090-93.5% | $182,531-92.0% | $152,885-90.4% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.5%-39.6pp |
| Annual return | 15.99% | 192.57%-176.6pp | 148.57%-132.6pp | 345.39%-329.4pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,588 | $6,369-75.1% | $5,525-71.3% | $5,851-72.9% |
| Admin fee / account holder | $26,928 | $10,705+151.6% | $8,593+213.4% | $11,598+132.2% |