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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 | $8,658 | $75,962-88.6% | $154,108-94.4% | $64,173-86.5% |
| Participation rate | 55.3% | 70.4%-15.1pp | 83.0%-27.7pp | 69.6%-14.3pp |
| Annual return | 6.59% | 30.32%-23.7pp | 735.21%-728.6pp | 7.63%-1.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,059 | $3,175-66.6% | $5,081-79.2% | $3,470-69.5% |
| Admin fee / account holder | $1,557 | $5,589-72.1% | $13,411-88.4% | $4,887-68.2% |