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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 | $3,982 | $198,461-98.0% | $170,436-97.7% | $147,585-97.3% |
| Participation rate | 52.9% | 88.0%-35.0pp | 83.6%-30.7pp | 82.8%-29.9pp |
| Annual return | 48.84% | 257.30%-208.5pp | 205.94%-157.1pp | 578.57%-529.7pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,159 | $5,629-61.6% | $4,939-56.3% | $5,439-60.3% |
| Admin fee / account holder | $344 | $16,852-98.0% | $13,880-97.5% | $10,885-96.8% |