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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 | $16,133 | $157,296-89.7% | $141,191-88.6% | $152,897-89.4% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 35.01% | 64.34%-29.3pp | 71.41%-36.4pp | 345.43%-310.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,093 | $7,111-14.3% | $6,710-9.2% | $5,851+4.1% |
| Admin fee / account holder | $3,693 | $12,125-69.5% | $10,264-64.0% | $11,599-68.2% |