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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 | $8,228 | $48,327-83.0% | $67,575-87.8% | $80,935-89.8% |
| Participation rate | 44.4% | 66.4%-22.0pp | 72.9%-28.5pp | 67.7%-23.2pp |
| Annual return | 18.02% | 18.31%-0.3pp | 3528.98%-3511.0pp | 35.66%-17.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,000 | $2,927-65.8% | $4,003-75.0% | $4,299-76.7% |
| Admin fee / account holder | $382 | $3,692-89.6% | $3,993-90.4% | $6,924-94.5% |