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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 | $3,769 | $165,939-97.7% | $122,354-96.9% | $147,586-97.4% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 14.27% | 34.56%-20.3pp | 30.28%-16.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $307 | $4,005-92.3% | $3,287-90.7% | $5,439-94.4% |
| Admin fee / account holder | $3,315 | $7,425-55.4% | $5,479-39.5% | $10,886-69.6% |