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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 | $6,746 | $115,917-94.2% | $100,535-93.3% | $158,982-95.8% |
| Participation rate | 37.5% | 81.6%-44.1pp | 79.4%-41.9pp | 82.0%-44.5pp |
| Annual return | 10.22% | 34.80%-24.6pp | 30.90%-20.7pp | 302.99%-292.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,214 | $6,677-66.8% | $6,271-64.7% | $5,983-63.0% |
| Admin fee / account holder | $4,221 | $11,002-61.6% | $8,085-47.8% | $11,252-62.5% |