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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 | $13,013 | $140,578-90.7% | $100,671-87.1% | $125,388-89.6% |
| Participation rate | 33.3% | 80.4%-47.1pp | 70.7%-37.4pp | 83.2%-49.9pp |
| Annual return | 0.75% | 24.67%-23.9pp | 20.43%-19.7pp | 282.24%-281.5pp |
| Employer contribution / active EE | $2 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5 | $3,981-99.9% | $3,144-99.8% | $5,352-99.9% |
| Admin fee / account holder | $1,477 | $6,716-78.0% | $4,850-69.5% | $9,541-84.5% |