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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 | $9,274 | $105,960-91.2% | $81,726-88.7% | $158,982-94.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 13.62% | 38.19%-24.6pp | 29.49%-15.9pp | 302.99%-289.4pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,016 | $13,011-84.5% | $7,108-71.6% | $5,983-66.3% |
| Admin fee / account holder | $1,332 | $8,494-84.3% | $5,160-74.2% | $11,252-88.2% |