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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 | $16,556 | $59,456-72.2% | $93,681-82.3% | $74,400-77.7% |
| Participation rate | 19.3% | 59.6%-40.3pp | 68.7%-49.4pp | 67.2%-47.9pp |
| Annual return | 41.26% | 82.00%-40.7pp | 133.47%-92.2pp | 1367.51%-1326.3pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,570 | $3,052-48.5% | $4,415-64.4% | $4,348-63.9% |
| Admin fee / account holder | $1,634 | $3,026-46.0% | $8,290-80.3% | $1,944-15.9% |