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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 | $6,701 | $105,929-93.7% | $81,716-91.8% | $158,966-95.8% |
| Participation rate | 8.7% | 75.6%-66.9pp | 72.0%-63.3pp | 82.0%-73.3pp |
| Annual return | 11.06% | 38.19%-27.1pp | 29.49%-18.4pp | 302.95%-291.9pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $982 | $13,007-92.5% | $7,108-86.2% | $5,983-83.6% |
| Admin fee / account holder | $1,831 | $8,492-78.4% | $5,159-64.5% | $11,250-83.7% |