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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 | $6,918 | $84,713-91.8% | $75,717-90.9% | $167,518-95.9% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.8%-46.3pp | 82.1%-53.5pp |
| Annual return | 26.70% | 199.49%-172.8pp | 104.58%-77.9pp | 478.71%-452.0pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,812 | $4,578-60.4% | $3,821-52.6% | $6,342-71.4% |
| Admin fee / account holder | $342 | $5,357-93.6% | $3,619-90.6% | $12,312-97.2% |