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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 | $2,411 | $211,239-98.9% | $178,528-98.6% | $145,877-98.3% |
| Participation rate | 7.1% | 80.8%-73.7pp | 77.1%-70.0pp | 80.3%-73.2pp |
| Annual return | 7.91% | 30.22%-22.3pp | 27.11%-19.2pp | 551.28%-543.4pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,616 | $6,963-76.8% | $6,278-74.3% | $6,691-75.8% |
| Admin fee / account holder | $1,555 | $12,095-87.1% | $10,419-85.1% | $13,402-88.4% |