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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 | $7,820 | $228,395-96.6% | $185,861-95.8% | $158,982-95.1% |
| Participation rate | 35.7% | 82.3%-46.6pp | 78.0%-42.3pp | 82.0%-46.3pp |
| Annual return | 22.94% | 40.82%-17.9pp | 35.96%-13.0pp | 302.99%-280.0pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,020 | $6,417-68.5% | $5,634-64.1% | $5,983-66.2% |
| Admin fee / account holder | $1,223 | $11,869-89.7% | $9,503-87.1% | $11,252-89.1% |