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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 | $8,802 | $105,145-91.6% | $94,664-90.7% | $139,466-93.7% |
| Participation rate | 33.3% | 82.4%-49.0pp | 80.8%-47.5pp | 80.3%-47.0pp |
| Annual return | 28.62% | 38.09%-9.5pp | 156.84%-128.2pp | 373.66%-345.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,638 | $7,599-65.3% | $7,417-64.4% | $6,712-60.7% |
| Admin fee / account holder | $392 | $8,972-95.6% | $7,222-94.6% | $11,409-96.6% |