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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 | $11,079 | $107,363-89.7% | $92,909-88.1% | $152,897-92.8% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.5%-28.6pp |
| Annual return | 22.69% | 145.63%-122.9pp | 109.44%-86.7pp | 345.43%-322.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,538 | $4,848-68.3% | $4,238-63.7% | $5,851-73.7% |
| Admin fee / account holder | $1,233 | $7,082-82.6% | $5,795-78.7% | $11,599-89.4% |