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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 | $6,122 | $107,353-94.3% | $92,903-93.4% | $152,885-96.0% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 51.00% | 145.62%-94.6pp | 109.43%-58.4pp | 345.39%-294.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,427 | $4,848-70.6% | $4,238-66.3% | $5,851-75.6% |
| Admin fee / account holder | $1,239 | $7,081-82.5% | $5,795-78.6% | $11,598-89.3% |