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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 | $31,103 | $101,539-69.4% | $147,041-78.8% | $74,400-58.2% |
| Participation rate | 42.7% | 75.5%-32.8pp | 82.2%-39.5pp | 67.2%-24.5pp |
| Annual return | 27.13% | 8740.84%-8713.7pp | 419.21%-392.1pp | 1367.51%-1340.4pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,156 | $7,304-56.8% | $8,071-60.9% | $4,348-27.4% |
| Admin fee / account holder | $4,718 | $1,749+169.7% | $13,006-63.7% | $1,944+142.8% |