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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 | $7,511 | $77,908-90.4% | $149,696-95.0% | $75,173-90.0% |
| Participation rate | 60.0% | 65.6%-5.6pp | 78.8%-18.8pp | 67.2%-7.2pp |
| Annual return | 20.05% | 31.73%-11.7pp | 134.46%-114.4pp | 160.72%-140.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,428 | $3,411-58.1% | $5,682-74.9% | $4,126-65.4% |
| Admin fee / account holder | $687 | $5,950-88.5% | $13,212-94.8% | $5,651-87.8% |