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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 | $7,963 | $175,231-95.5% | $149,696-94.7% | $139,466-94.3% |
| Participation rate | 35.3% | 83.4%-48.1pp | 78.8%-43.5pp | 80.3%-45.0pp |
| Annual return | 43.60% | 166.77%-123.2pp | 134.46%-90.9pp | 373.66%-330.1pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,044 | $6,521-68.7% | $5,682-64.0% | $6,712-69.6% |
| Admin fee / account holder | $332 | $16,155-97.9% | $13,212-97.5% | $11,409-97.1% |