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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 | $19,865 | $165,361-88.0% | $149,715-86.7% | $158,950-87.5% |
| Participation rate | 35.3% | 84.6%-49.3pp | 82.5%-47.2pp | 82.0%-46.7pp |
| Annual return | 147.78% | 348.24%-200.5pp | 276.66%-128.9pp | 302.91%-155.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,872 | $7,182-32.2% | $6,842-28.8% | $5,983-18.6% |
| Admin fee / account holder | $4,716 | $10,808-56.4% | $9,310-49.3% | $11,248-58.1% |