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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 | $9,959 | $176,402-94.4% | $134,162-92.6% | $158,966-93.7% |
| Participation rate | 44.4% | 78.7%-34.3pp | 72.2%-27.7pp | 82.0%-37.5pp |
| Annual return | 9.09% | 63.66%-54.6pp | 36.35%-27.3pp | 302.95%-293.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $221 | $4,093-94.6% | $3,500-93.7% | $5,983-96.3% |
| Admin fee / account holder | $8,153 | $8,719-6.5% | $6,685+22.0% | $11,250-27.5% |