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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 | $150,346-94.0% | $120,524-92.6% | $145,877-93.9% |
| Participation rate | 42.9% | 78.8%-35.9pp | 71.9%-29.1pp | 80.3%-37.4pp |
| Annual return | 16.76% | 154.40%-137.6pp | 107.36%-90.6pp | 551.28%-534.5pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,605 | $6,172-25.4% | $4,994-7.8% | $6,691-31.2% |
| Admin fee / account holder | $6,148 | $12,215-49.7% | $9,440-34.9% | $13,402-54.1% |