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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 | $2,704 | $148,629-98.2% | $135,982-98.0% | $139,487-98.1% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 41.24% | 79.33%-38.1pp | 68.32%-27.1pp | 373.84%-332.6pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,380 | $8,102-58.3% | $7,760-56.4% | $6,713-49.6% |
| Admin fee / account holder | $16,521 | $12,406+33.2% | $10,767+53.4% | $11,407+44.8% |