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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 | $8,960 | $150,435-94.0% | $120,580-92.6% | $145,897-93.9% |
| Participation rate | 42.9% | 78.8%-35.9pp | 72.0%-29.1pp | 80.3%-37.4pp |
| Annual return | 16.76% | 154.60%-137.8pp | 107.48%-90.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,605 | $6,174-25.4% | $4,995-7.8% | $6,689-31.2% |
| Admin fee / account holder | $6,148 | $12,182-49.5% | $9,418-34.7% | $13,390-54.1% |