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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 | $5,469 | $124,346-95.6% | $111,308-95.1% | $167,536-96.7% |
| Participation rate | 20.0% | 79.6%-59.6pp | 77.3%-57.3pp | 82.1%-62.1pp |
| Annual return | 262.79% | 37.45%+225.3pp | 54.67%+208.1pp | 478.82%-216.0pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,428 | $5,182+24.1% | $4,487+43.2% | $6,342+1.3% |
| Admin fee / account holder | $30,459 | $10,621+186.8% | $7,965+282.4% | $12,315+147.3% |