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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 | $2,784 | $114,119-97.6% | $107,187-97.4% | $138,895-98.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 11.53% | 273.21%-261.7pp | 204.55%-193.0pp | 145.39%-133.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,677 | $5,538-69.7% | $5,096-67.1% | $6,396-73.8% |
| Admin fee / account holder | $4,500 | $10,024-55.1% | $9,162-50.9% | $12,562-64.2% |