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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 | $15,587 | $160,070-90.3% | $147,117-89.4% | $145,897-89.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 16.27% | 98.69%-82.4pp | 420.54%-404.3pp | 552.29%-536.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,073 | $8,419-63.5% | $8,065-61.9% | $6,689-54.1% |
| Admin fee / account holder | $770 | $15,035-94.9% | $12,993-94.1% | $13,390-94.3% |