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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 | $20,024 | $171,867-88.3% | $149,721-86.6% | $147,586-86.4% |
| Participation rate | 64.7% | 88.2%-23.5pp | 87.1%-22.4pp | 82.8%-18.1pp |
| Annual return | 9.77% | 2113.36%-2103.6pp | 1501.67%-1491.9pp | 578.59%-568.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,914 | $7,270-46.2% | $6,568-40.4% | $5,439-28.0% |
| Admin fee / account holder | $11,602 | $13,799-15.9% | $11,282+2.8% | $10,886+6.6% |