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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 | $10,219 | $176,077-94.2% | $159,455-93.6% | $167,518-93.9% |
| Participation rate | 28.6% | 84.9%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 17.56% | 331.83%-314.3pp | 263.63%-246.1pp | 478.71%-461.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,928 | $7,751-49.3% | $7,353-46.6% | $6,342-38.1% |
| Admin fee / account holder | $20,762 | $12,556+65.3% | $10,800+92.2% | $12,312+68.6% |