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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 | $4,812 | $125,778-96.2% | $114,563-95.8% | $154,746-96.9% |
| Participation rate | 54.5% | 75.2%-20.6pp | 72.9%-18.4pp | 80.7%-26.2pp |
| Annual return | 20.73% | 295.14%-274.4pp | 241.09%-220.4pp | 172.34%-151.6pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $837 | $4,445-81.2% | $4,142-79.8% | $6,730-87.6% |
| Admin fee / account holder | $957 | $8,190-88.3% | $7,623-87.5% | $14,365-93.3% |