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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 | $10,487 | $108,912-90.4% | $100,383-89.6% | $145,959-92.8% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 15.23% | 57.96%-42.7pp | 49.26%-34.0pp | 561.95%-546.7pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,717 | $8,451-32.3% | $8,086-29.3% | $6,689-14.5% |
| Admin fee / account holder | $2,420 | $9,690-75.0% | $7,900-69.4% | $13,398-81.9% |