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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 | $6,780 | $169,336-96.0% | $129,384-94.8% | $145,884-95.4% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 9.11% | 14408.70%-14399.6pp | 9461.77%-9452.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,019 | $4,985-79.6% | $4,166-75.5% | $6,690-84.8% |
| Admin fee / account holder | $3,896 | $9,912-60.7% | $7,686-49.3% | $13,392-70.9% |