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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 | $8,297 | $226,135-96.3% | $182,558-95.5% | $152,909-94.6% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.0%-23.4pp | 82.5%-27.9pp |
| Annual return | 34.45% | 192.60%-158.1pp | 148.59%-114.1pp | 345.46%-311.0pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,305 | $6,371-48.1% | $5,526-40.2% | $5,851-43.5% |
| Admin fee / account holder | $341 | $10,707-96.8% | $8,594-96.0% | $11,601-97.1% |