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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 | $8,184 | $85,766-90.5% | $136,298-94.0% | $70,126-88.3% |
| Participation rate | 53.8% | 74.2%-20.3pp | 81.9%-28.1pp | 69.5%-15.7pp |
| Annual return | 23.03% | 31.46%-8.4pp | 5156.27%-5133.2pp | 73.15%-50.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,841 | $5,051-43.8% | $6,247-54.5% | $3,332-14.7% |
| Admin fee / account holder | $955 | $5,421-82.4% | $9,244-89.7% | $4,645-79.4% |