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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 | $6,749 | $85,766-92.1% | $136,298-95.0% | $70,126-90.4% |
| Participation rate | 51.1% | 74.2%-23.0pp | 81.9%-30.8pp | 69.5%-18.4pp |
| Annual return | 30.15% | 31.46%-1.3pp | 5156.27%-5126.1pp | 73.15%-43.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,881 | $5,051-43.0% | $6,247-53.9% | $3,332-13.5% |
| Admin fee / account holder | $767 | $5,421-85.9% | $9,244-91.7% | $4,645-83.5% |