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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 | $169,356-97.1% | $129,406-96.2% | $145,897-96.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 12.76% | 14418.62%-14405.9pp | 9468.18%-9455.4pp | 552.29%-539.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,424 | $4,987-51.4% | $4,167-41.8% | $6,689-63.8% |
| Admin fee / account holder | $2,290 | $9,915-76.9% | $7,689-70.2% | $13,390-82.9% |