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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 | $20,708 | $165,399-87.5% | $149,745-86.2% | $158,982-87.0% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 10.19% | 348.34%-338.1pp | 276.72%-266.5pp | 302.99%-292.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,638 | $7,183-35.4% | $6,843-32.2% | $5,983-22.5% |
| Admin fee / account holder | $23,499 | $10,811+117.4% | $9,312+152.4% | $11,252+108.9% |