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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 | $7,601 | $100,911-92.5% | $90,440-91.6% | $158,966-95.2% |
| Participation rate | 52.4% | 75.0%-22.6pp | 72.7%-20.3pp | 82.0%-29.6pp |
| Annual return | 18.69% | 1726.62%-1707.9pp | 1294.38%-1275.7pp | 302.95%-284.3pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,519 | $4,348-65.1% | $3,964-61.7% | $5,983-74.6% |
| Admin fee / account holder | $3,380 | $6,507-48.1% | $5,615-39.8% | $11,250-70.0% |