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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 | $5,924 | $114,119-94.8% | $107,187-94.5% | $138,895-95.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 12.92% | 273.21%-260.3pp | 204.55%-191.6pp | 145.39%-132.5pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,008 | $5,538-27.6% | $5,096-21.4% | $6,396-37.3% |
| Admin fee / account holder | $4,548 | $10,024-54.6% | $9,162-50.4% | $12,562-63.8% |