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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 | $12,129 | $175,231-93.1% | $149,696-91.9% | $139,466-91.3% |
| Participation rate | 56.5% | 83.4%-26.9pp | 78.8%-22.3pp | 80.3%-23.8pp |
| Annual return | 73.77% | 166.77%-93.0pp | 134.46%-60.7pp | 373.66%-299.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,975 | $6,521-69.7% | $5,682-65.2% | $6,712-70.6% |
| Admin fee / account holder | $1,022 | $16,155-93.7% | $13,212-92.3% | $11,409-91.0% |