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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 | $14,478 | $185,225-92.2% | $142,898-89.9% | $167,536-91.4% |
| Participation rate | 22.2% | 78.5%-56.3pp | 72.0%-49.7pp | 82.1%-59.9pp |
| Annual return | 10.56% | 8558.12%-8547.6pp | 5639.64%-5629.1pp | 478.82%-468.3pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,095 | $4,496-75.7% | $3,838-71.5% | $6,342-82.7% |
| Admin fee / account holder | $1,599 | $8,032-80.1% | $6,560-75.6% | $12,315-87.0% |