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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 | $8,984 | $106,267-91.5% | $96,520-90.7% | $139,456-93.6% |
| Participation rate | 35.0% | 77.8%-42.8pp | 74.3%-39.3pp | 80.3%-45.3pp |
| Annual return | 12.94% | 38.45%-25.5pp | 35.72%-22.8pp | 373.45%-360.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,278 | $5,454-58.2% | $4,879-53.3% | $6,711-66.1% |
| Admin fee / account holder | $526 | $7,882-93.3% | $6,733-92.2% | $11,407-95.4% |