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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 | $5,790 | $102,638-94.4% | $81,982-92.9% | $158,982-96.4% |
| Participation rate | 57.9% | 75.5%-17.6pp | 69.3%-11.4pp | 82.0%-24.1pp |
| Annual return | 17.77% | 61.05%-43.3pp | 41.31%-23.5pp | 302.99%-285.2pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,189 | $4,649-74.4% | $3,722-68.1% | $5,983-80.1% |
| Admin fee / account holder | $1,503 | $8,237-81.8% | $5,665-73.5% | $11,252-86.6% |