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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 | $6,652 | $169,361-96.1% | $129,397-94.9% | $145,877-95.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 18.71% | 14395.54%-14376.8pp | 9453.98%-9435.3pp | 551.28%-532.6pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,788 | $4,987-64.2% | $4,167-57.1% | $6,691-73.3% |
| Admin fee / account holder | $1,365 | $9,903-86.2% | $7,679-82.2% | $13,402-89.8% |