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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 | $7,936 | $51,631-84.6% | $129,397-93.9% | $80,925-90.2% |
| Participation rate | 46.3% | 56.9%-10.7pp | 69.6%-23.4pp | 67.7%-21.4pp |
| Annual return | 14.14% | 20.77%-6.6pp | 9453.98%-9439.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,756 | $2,670-34.2% | $4,167-57.9% | $4,299-59.1% |
| Admin fee / account holder | $1,460 | $4,309-66.1% | $7,679-81.0% | $6,940-79.0% |