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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 | $6,501 | $48,314-86.5% | $67,561-90.4% | $80,925-92.0% |
| Participation rate | 48.1% | 66.4%-18.2pp | 72.9%-24.8pp | 67.7%-19.5pp |
| Annual return | 13.11% | 18.28%-5.2pp | 3525.44%-3512.3pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $963 | $2,927-67.1% | $4,003-76.0% | $4,299-77.6% |
| Admin fee / account holder | $751 | $3,690-79.6% | $4,006-81.3% | $6,940-89.2% |