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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 | $13,999 | $165,381-91.5% | $149,730-90.7% | $158,966-91.2% |
| Participation rate | 64.7% | 84.6%-19.9pp | 82.5%-17.8pp | 82.0%-17.3pp |
| Annual return | 39.73% | 348.29%-308.6pp | 276.70%-237.0pp | 302.95%-263.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,396 | $7,182-10.9% | $6,843-6.5% | $5,983+6.9% |
| Admin fee / account holder | $1,505 | $10,809-86.1% | $9,310-83.8% | $11,250-86.6% |