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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 | $185,225-95.8% | $142,898-94.6% | $167,553-95.4% |
| Participation rate | 20.0% | 78.5%-58.5pp | 72.0%-52.0pp | 82.1%-62.1pp |
| Annual return | 15.00% | 8558.12%-8543.1pp | 5639.64%-5624.6pp | 478.89%-463.9pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $393 | $4,496-91.3% | $3,838-89.8% | $6,343-93.8% |
| Admin fee / account holder | $4,125 | $8,032-48.6% | $6,560-37.1% | $12,316-66.5% |