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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 | $6,371 | $177,353-96.4% | $158,226-96.0% | $198,609-96.8% |
| Participation rate | 50.0% | 77.0%-27.0pp | 74.8%-24.8pp | 82.4%-32.4pp |
| Annual return | 29.42% | 599.50%-570.1pp | 501.41%-472.0pp | 202.70%-173.3pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,636 | $4,615-42.9% | $4,317-38.9% | $6,977-62.2% |
| Admin fee / account holder | $419 | $10,960-96.2% | $10,217-95.9% | $19,030-97.8% |