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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 | $6,889 | $91,179-92.4% | $178,499-96.1% | $79,852-91.4% |
| Participation rate | 64.9% | 69.2%-4.3pp | 81.9%-17.1pp | 69.6%-4.8pp |
| Annual return | 19.75% | 24.19%-4.4pp | 151.10%-131.4pp | 31.72%-12.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,825 | $3,236-43.6% | $5,202-64.9% | $3,740-51.2% |
| Admin fee / account holder | $806 | $6,749-88.1% | $13,986-94.2% | $5,306-84.8% |