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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 | $10,501 | $209,425-95.0% | $178,499-94.1% | $158,966-93.4% |
| Participation rate | 15.4% | 86.4%-71.0pp | 81.9%-66.5pp | 82.0%-66.6pp |
| Annual return | 44.82% | 188.80%-144.0pp | 151.10%-106.3pp | 302.95%-258.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,051 | $5,955-65.6% | $5,202-60.6% | $5,983-65.7% |
| Admin fee / account holder | $1,828 | $17,078-89.3% | $13,986-86.9% | $11,250-83.8% |