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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 | $20,133 | $100,033-79.9% | $149,716-86.6% | $70,124-71.3% |
| Participation rate | 59.7% | 83.6%-23.9pp | 87.1%-27.4pp | 69.5%-9.9pp |
| Annual return | 20.55% | 27.43%-6.9pp | 1501.67%-1481.1pp | 73.14%-52.6pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,554 | $4,982-48.7% | $6,568-61.1% | $3,332-23.4% |
| Admin fee / account holder | $313 | $8,285-96.2% | $11,282-97.2% | $4,645-93.3% |