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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 | $4,875 | $169,361-97.1% | $129,397-96.2% | $145,877-96.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 12.76% | 14395.54%-14382.8pp | 9453.98%-9441.2pp | 551.28%-538.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,424 | $4,987-51.4% | $4,167-41.8% | $6,691-63.8% |
| Admin fee / account holder | $2,290 | $9,903-76.9% | $7,679-70.2% | $13,402-82.9% |