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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 | $8,468 | $77,419-89.1% | $69,461-87.8% | $152,885-94.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 16.33% | 39.07%-22.7pp | 28.97%-12.6pp | 345.39%-329.1pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,851 | $4,414-12.7% | $3,536+8.9% | $5,851-34.2% |
| Admin fee / account holder | $12,262 | $6,207+97.6% | $3,840+219.4% | $11,598+5.7% |