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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 | $6,374 | $96,678-93.4% | $86,640-92.6% | $139,466-95.4% |
| Participation rate | 68.8% | 74.4%-5.7pp | 71.7%-3.0pp | 80.3%-11.6pp |
| Annual return | 22.09% | 106.69%-84.6pp | 592.52%-570.4pp | 373.66%-351.6pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,859 | $4,837-40.9% | $4,438-35.6% | $6,712-57.4% |
| Admin fee / account holder | $1,701 | $6,410-73.5% | $5,616-69.7% | $11,409-85.1% |