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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 | $8,055 | $176,402-95.4% | $134,162-94.0% | $158,966-94.9% |
| Participation rate | 68.4% | 78.7%-10.3pp | 72.2%-3.8pp | 82.0%-13.5pp |
| Annual return | 10.55% | 63.66%-53.1pp | 36.35%-25.8pp | 302.95%-292.4pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $675 | $4,093-83.5% | $3,500-80.7% | $5,983-88.7% |
| Admin fee / account holder | $1,689 | $8,719-80.6% | $6,685-74.7% | $11,250-85.0% |