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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 | $17,251 | $138,076-87.5% | $123,553-86.0% | $135,380-87.3% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | 4.61% | 153.70%-149.1pp | 119.21%-114.6pp | 519.81%-515.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,218 | $6,800-52.7% | $6,426-49.9% | $5,609-42.6% |
| Admin fee / account holder | $14,920 | $10,917+36.7% | $9,284+60.7% | $10,828+37.8% |