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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 | $5,999 | $99,053-93.9% | $88,179-93.2% | $138,895-95.7% |
| Participation rate | 23.1% | 74.2%-51.2pp | 69.1%-46.1pp | 79.9%-56.8pp |
| Annual return | 14.22% | 78.17%-63.9pp | 64.97%-50.7pp | 145.39%-131.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $988 | $5,225-81.1% | $4,614-78.6% | $6,396-84.5% |
| Admin fee / account holder | $7,533 | $8,748-13.9% | $7,673-1.8% | $12,562-40.0% |