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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 | $17,878 | $157,296-88.6% | $141,191-87.3% | $152,897-88.3% |
| Participation rate | 61.9% | 84.8%-22.9pp | 82.5%-20.6pp | 82.5%-20.5pp |
| Annual return | 97.83% | 64.34%+33.5pp | 71.41%+26.4pp | 345.43%-247.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,801 | $7,111-32.5% | $6,710-28.4% | $5,851-17.9% |
| Admin fee / account holder | $980 | $12,125-91.9% | $10,264-90.5% | $11,599-91.6% |