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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 | $15,882 | $159,978-90.1% | $147,041-89.2% | $145,978-89.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.40% | 98.36%-85.0pp | 419.21%-405.8pp | 550.52%-537.1pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,000 | $8,429-28.8% | $8,071-25.7% | $6,690-10.3% |
| Admin fee / account holder | $9,919 | $15,053-34.1% | $13,006-23.7% | $13,400-26.0% |