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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 | $17,928 | $176,688-89.9% | $130,660-86.3% | $152,897-88.3% |
| Participation rate | 30.0% | 79.0%-49.0pp | 71.7%-41.7pp | 82.5%-52.5pp |
| Annual return | 9.86% | 2693.08%-2683.2pp | 1709.29%-1699.4pp | 345.43%-335.6pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,048 | $4,362-53.0% | $3,603-43.2% | $5,851-65.0% |
| Admin fee / account holder | $2,062 | $7,131-71.1% | $5,463-62.3% | $11,599-82.2% |