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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 | $6,042 | $99,011-93.9% | $86,582-93.0% | $147,586-95.9% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 19.04% | 1312.75%-1293.7pp | 965.08%-946.0pp | 578.59%-559.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $536 | $3,972-86.5% | $3,609-85.1% | $5,439-90.1% |
| Admin fee / account holder | $5,516 | $5,709-3.4% | $4,904+12.5% | $10,886-49.3% |