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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 | $11,783 | $140,578-91.6% | $100,671-88.3% | $125,389-90.6% |
| Participation rate | 13.6% | 80.4%-66.8pp | 70.7%-57.1pp | 83.2%-69.6pp |
| Annual return | 4.64% | 24.67%-20.0pp | 20.43%-15.8pp | 282.24%-277.6pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $71 | $3,981-98.2% | $3,144-97.8% | $5,352-98.7% |
| Admin fee / account holder | $425 | $6,716-93.7% | $4,850-91.2% | $9,541-95.5% |