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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 | $9,955 | $77,419-87.1% | $69,461-85.7% | $152,885-93.5% |
| Participation rate | 16.7% | 78.1%-61.4pp | 74.6%-57.9pp | 82.5%-65.8pp |
| Annual return | 18.09% | 39.07%-21.0pp | 28.97%-10.9pp | 345.39%-327.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $993 | $4,414-77.5% | $3,536-71.9% | $5,851-83.0% |
| Admin fee / account holder | $3,504 | $6,207-43.6% | $3,840-8.8% | $11,598-69.8% |