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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 | $11,062 | $156,398-92.9% | $147,318-92.5% | $138,895-92.0% |
| Participation rate | 60.9% | 83.8%-22.9pp | 82.1%-21.2pp | 79.9%-19.0pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,932 | $8,237-28.0% | $7,906-25.0% | $6,396-7.3% |
| Admin fee / account holder | $963 | $14,976-93.6% | $13,708-93.0% | $12,562-92.3% |