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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 | $8,696 | $141,004-93.8% | $112,273-92.3% | $139,466-93.8% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 13.24% | 32.75%-19.5pp | 30.23%-17.0pp | 373.66%-360.4pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,750 | $5,878-53.2% | $4,800-42.7% | $6,712-59.0% |
| Admin fee / account holder | $620 | $9,959-93.8% | $7,752-92.0% | $11,409-94.6% |