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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 | $20,427 | $150,442-86.4% | $136,295-85.0% | $147,585-86.2% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 10.52% | 1049.09%-1038.6pp | 5155.97%-5145.5pp | 578.56%-568.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,232 | $6,630-66.3% | $6,247-64.3% | $5,439-59.0% |
| Admin fee / account holder | $2,268 | $10,905-79.2% | $9,243-75.5% | $10,885-79.2% |