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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 | $5,938 | $65,367-90.9% | $92,915-93.6% | $72,976-91.9% |
| Participation rate | 64.7% | 68.3%-3.6pp | 76.0%-11.3pp | 69.5%-4.8pp |
| Annual return | 75.79% | 42.11%+33.7pp | 109.45%-33.7pp | 81.02%-5.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,514 | $3,128+12.3% | $4,238-17.1% | $3,608-2.6% |
| Admin fee / account holder | $395 | $4,251-90.7% | $5,796-93.2% | $5,124-92.3% |