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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 | $4,206 | $53,128-92.1% | $86,582-95.1% | $70,126-94.0% |
| Participation rate | 21.6% | 65.3%-43.7pp | 73.5%-51.9pp | 69.5%-47.9pp |
| Annual return | 21.08% | 27.66%-6.6pp | 965.08%-944.0pp | 73.15%-52.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $879 | $2,695-67.4% | $3,609-75.6% | $3,332-73.6% |
| Admin fee / account holder | $7,028 | $3,584+96.1% | $4,904+43.3% | $4,645+51.3% |