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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 | $6,485 | $115,911-94.4% | $100,530-93.5% | $158,950-95.9% |
| Participation rate | 55.6% | 81.6%-26.0pp | 79.4%-23.9pp | 82.0%-26.4pp |
| Annual return | 13.88% | 34.80%-20.9pp | 30.89%-17.0pp | 302.91%-289.0pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,081 | $6,676-68.8% | $6,271-66.8% | $5,983-65.2% |
| Admin fee / account holder | $2,829 | $10,999-74.3% | $8,083-65.0% | $11,248-74.8% |