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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 | $7,707 | $185,200-95.8% | $142,875-94.6% | $167,497-95.4% |
| Participation rate | 20.0% | 78.4%-58.4pp | 71.9%-51.9pp | 82.1%-62.1pp |
| Annual return | 15.00% | 8555.70%-8540.7pp | 5638.06%-5623.1pp | 478.62%-463.6pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $393 | $4,494-91.3% | $3,837-89.8% | $6,341-93.8% |
| Admin fee / account holder | $4,125 | $8,031-48.6% | $6,561-37.1% | $12,310-66.5% |