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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 | $4,728 | $117,444-96.0% | $99,479-95.2% | $152,909-96.9% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.5%-15.8pp |
| Annual return | 32.99% | 31.87%+1.1pp | 30.72%+2.3pp | 345.46%-312.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,020 | $4,086-26.1% | $3,619-16.5% | $5,851-48.4% |
| Admin fee / account holder | $2,136 | $7,635-72.0% | $6,253-65.8% | $11,601-81.6% |