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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 | $8,494 | $152,591-94.4% | $117,529-92.8% | $134,545-93.7% |
| Participation rate | 30.0% | 77.1%-47.1pp | 70.6%-40.6pp | 81.2%-51.2pp |
| Annual return | 4.34% | 53.04%-48.7pp | 29.77%-25.4pp | 418.37%-414.0pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $698 | $4,821-85.5% | $4,072-82.9% | $6,401-89.1% |
| Admin fee / account holder | $11,962 | $7,004+70.8% | $5,645+111.9% | $11,431+4.6% |