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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 | $6,765 | $165,381-95.9% | $149,730-95.5% | $158,966-95.7% |
| Participation rate | 61.9% | 84.6%-22.7pp | 82.5%-20.6pp | 82.0%-20.1pp |
| Annual return | 26.84% | 348.29%-321.5pp | 276.70%-249.9pp | 302.95%-276.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,630 | $7,182-49.5% | $6,843-46.9% | $5,983-39.3% |
| Admin fee / account holder | $886 | $10,809-91.8% | $9,310-90.5% | $11,250-92.1% |