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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 | $11,222 | $175,231-93.6% | $149,696-92.5% | $139,466-92.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 29.82% | 166.77%-137.0pp | 134.46%-104.6pp | 373.66%-343.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,352 | $6,521-48.6% | $5,682-41.0% | $6,712-50.1% |
| Admin fee / account holder | $494 | $16,155-96.9% | $13,212-96.3% | $11,409-95.7% |