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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 | $14,090 | $106,005-86.7% | $92,239-84.7% | $147,585-90.5% |
| Participation rate | 30.0% | 80.4%-50.4pp | 76.5%-46.5pp | 82.8%-52.8pp |
| Annual return | 9.89% | 50.05%-40.2pp | 176.29%-166.4pp | 578.58%-568.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,395 | $4,478-46.5% | $3,897-38.5% | $5,439-56.0% |
| Admin fee / account holder | $75,071 | $6,333+1085.4% | $5,194+1345.3% | $10,886+589.6% |