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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 | $15,318 | $150,447-89.8% | $136,298-88.8% | $147,586-89.6% |
| Participation rate | 43.8% | 84.4%-40.7pp | 81.9%-38.2pp | 82.8%-39.1pp |
| Annual return | 17.45% | 1049.15%-1031.7pp | 5156.27%-5138.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,687 | $6,631-44.4% | $6,247-41.0% | $5,439-32.2% |
| Admin fee / account holder | $2,555 | $10,906-76.6% | $9,244-72.4% | $10,886-76.5% |