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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 | $22,645 | $144,124-84.3% | $117,857-80.8% | $147,585-84.7% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 10.66% | 531.17%-520.5pp | 335.09%-324.4pp | 578.57%-567.9pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,034 | $5,316-61.7% | $4,482-54.6% | $5,439-62.6% |
| Admin fee / account holder | $5,506 | $10,886-49.4% | $8,020-31.4% | $10,885-49.4% |