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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 | $2,954 | $176,071-98.3% | $159,450-98.1% | $167,497-98.2% |
| Participation rate | 46.7% | 84.9%-38.3pp | 82.8%-36.2pp | 82.1%-35.4pp |
| Annual return | 18.75% | 331.79%-313.0pp | 263.60%-244.8pp | 478.62%-459.9pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,993 | $7,750-61.4% | $7,352-59.3% | $6,341-52.8% |
| Admin fee / account holder | $2,633 | $12,555-79.0% | $10,800-75.6% | $12,310-78.6% |