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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 | $10,001 | $102,663-90.3% | $86,216-88.4% | $139,466-92.8% |
| Participation rate | 35.3% | 74.5%-39.2pp | 69.0%-33.7pp | 80.3%-45.0pp |
| Annual return | 23.46% | 1924.52%-1901.1pp | 1169.42%-1146.0pp | 373.66%-350.2pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,423 | $4,677-69.6% | $3,986-64.3% | $6,712-78.8% |
| Admin fee / account holder | $801 | $8,663-90.8% | $6,853-88.3% | $11,409-93.0% |