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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 | $13,530 | $176,071-92.3% | $159,450-91.5% | $167,497-91.9% |
| Participation rate | 69.2% | 84.9%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 18.87% | 331.79%-312.9pp | 263.60%-244.7pp | 478.62%-459.7pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $9,358 | $7,750+20.7% | $7,352+27.3% | $6,341+47.6% |
| Admin fee / account holder | $3,962 | $12,555-68.4% | $10,800-63.3% | $12,310-67.8% |