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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 | $10,886 | $129,737-91.6% | $119,126-90.9% | $154,746-93.0% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 15.86% | 379.08%-363.2pp | 282.11%-266.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $2,670 | $4,375-39.0% | $4,034-33.8% | $4,379-39.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,381 | $11,961-71.7% | $10,693-68.4% | $14,365-76.5% |