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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 | $25,304 | $101,672-75.1% | $147,117-82.8% | $74,478-66.0% |
| Participation rate | 56.5% | 75.5%-19.0pp | 82.2%-25.7pp | 67.2%-10.7pp |
| Annual return | 31.54% | 8757.83%-8726.3pp | 420.54%-389.0pp | 1370.56%-1339.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,348 | $7,305-13.1% | $8,065-21.3% | $4,350+45.9% |
| Admin fee / account holder | $1,082 | $1,753-38.3% | $12,993-91.7% | $1,946-44.4% |