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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 | $19,540 | $176,077-88.9% | $159,455-87.7% | $167,518-88.3% |
| Participation rate | 41.2% | 84.9%-43.8pp | 82.8%-41.7pp | 82.1%-40.9pp |
| Annual return | 33.64% | 331.83%-298.2pp | 263.63%-230.0pp | 478.71%-445.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,392 | $7,751-43.3% | $7,353-40.3% | $6,342-30.8% |
| Admin fee / account holder | $1,444 | $12,556-88.5% | $10,800-86.6% | $12,312-88.3% |