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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 | $6,423 | $60,139-89.3% | $90,461-92.9% | $79,856-92.0% |
| Participation rate | 57.1% | 65.0%-7.8pp | 72.7%-15.5pp | 69.6%-12.5pp |
| Annual return | 31.62% | 71.96%-40.3pp | 1294.76%-1263.1pp | 31.71%-0.1pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,437 | $2,939-17.1% | $3,964-38.5% | $3,741-34.8% |
| Admin fee / account holder | $701 | $3,978-82.4% | $5,617-87.5% | $5,306-86.8% |