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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 | $10,673 | $176,120-93.9% | $159,487-93.3% | $167,553-93.6% |
| Participation rate | 68.8% | 85.0%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 15.84% | 331.95%-316.1pp | 263.71%-247.9pp | 478.89%-463.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,780 | $7,752-38.3% | $7,354-35.0% | $6,343-24.6% |
| Admin fee / account holder | $1,351 | $12,561-89.2% | $10,804-87.5% | $12,316-89.0% |