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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 | $14,896 | $102,393-85.5% | $147,041-89.9% | $80,911-81.6% |
| Participation rate | 37.0% | 75.9%-38.8pp | 82.2%-45.1pp | 67.6%-30.6pp |
| Annual return | 82.29% | 134.95%-52.7pp | 419.21%-336.9pp | 35.63%+46.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,134 | $6,647-37.8% | $8,071-48.8% | $4,297-3.8% |
| Admin fee / account holder | $2,133 | $7,943-73.2% | $13,006-83.6% | $6,935-69.2% |