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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 | $6,361 | $106,008-94.0% | $92,240-93.1% | $147,586-95.7% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.5%-18.1pp | 82.8%-24.5pp |
| Annual return | 23.36% | 50.05%-26.7pp | 176.29%-152.9pp | 578.59%-555.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,898 | $4,478-57.6% | $3,897-51.3% | $5,439-65.1% |
| Admin fee / account holder | $384 | $6,333-93.9% | $5,194-92.6% | $10,886-96.5% |