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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 | $8,311 | $107,944-92.3% | $91,994-91.0% | $152,885-94.6% |
| Participation rate | 38.5% | 81.2%-42.7pp | 78.6%-40.2pp | 82.5%-44.0pp |
| Annual return | 18.21% | 89.26%-71.0pp | 69.03%-50.8pp | 345.39%-327.2pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,205 | $6,365-65.4% | $5,923-62.8% | $5,851-62.3% |
| Admin fee / account holder | $13,264 | $10,521+26.1% | $7,743+71.3% | $11,598+14.4% |