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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 | $108,897-90.4% | $100,378-89.6% | $145,877-92.8% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 15.23% | 58.17%-42.9pp | 49.41%-34.2pp | 551.28%-536.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,717 | $8,455-32.4% | $8,087-29.3% | $6,691-14.5% |
| Admin fee / account holder | $2,420 | $9,690-75.0% | $7,899-69.4% | $13,402-81.9% |