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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 | $21,076 | $202,342-89.6% | $172,752-87.8% | $152,897-86.2% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.5%-29.1pp |
| Annual return | 25.02% | 1029.83%-1004.8pp | 802.97%-778.0pp | 345.43%-320.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,776 | $5,948-53.3% | $5,198-46.6% | $5,851-52.6% |
| Admin fee / account holder | $1,289 | $17,111-92.5% | $13,955-90.8% | $11,599-88.9% |