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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 | $6,959 | $58,828-88.2% | $78,002-91.1% | $62,881-88.9% |
| Participation rate | 54.0% | 71.1%-17.1pp | 75.5%-21.6pp | 69.3%-15.3pp |
| Annual return | 6.33% | 17.16%-10.8pp | 425.99%-419.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,549 | $2,686-42.3% | $3,497-55.7% | $3,203-51.6% |
| Admin fee / account holder | $778 | $4,393-82.3% | $5,481-85.8% | $4,296-81.9% |