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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 | $14,528 | $150,446-90.3% | $136,297-89.3% | $147,585-90.2% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 17.86% | 1049.14%-1031.3pp | 5156.19%-5138.3pp | 578.58%-560.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,021 | $6,631+5.9% | $6,247+12.4% | $5,439+29.1% |
| Admin fee / account holder | $14,401 | $10,906+32.0% | $9,244+55.8% | $10,886+32.3% |