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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 | $6,191 | $77,638-92.0% | $156,551-96.0% | $62,881-90.2% |
| Participation rate | 40.4% | 71.2%-30.8pp | 84.0%-43.7pp | 69.3%-29.0pp |
| Annual return | 6.04% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,090 | $3,046-64.2% | $4,871-77.6% | $3,203-66.0% |
| Admin fee / account holder | $1,120 | $5,561-79.9% | $13,028-91.4% | $4,296-73.9% |