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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 | $150,207-94.0% | $120,380-92.6% | $145,978-93.9% |
| Participation rate | 42.9% | 78.8%-35.9pp | 71.9%-29.1pp | 80.3%-37.4pp |
| Annual return | 16.76% | 154.28%-137.5pp | 107.28%-90.5pp | 550.52%-533.8pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,605 | $6,175-25.4% | $4,992-7.8% | $6,690-31.2% |
| Admin fee / account holder | $6,148 | $12,203-49.6% | $9,421-34.7% | $13,400-54.1% |