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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 | $6,391 | $81,331-92.1% | $155,534-95.9% | $80,935-92.1% |
| Participation rate | 53.7% | 66.3%-12.6pp | 78.2%-24.6pp | 67.7%-14.0pp |
| Annual return | 11.18% | 33.37%-22.2pp | 64.92%-53.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,605 | $3,454-53.5% | $5,630-71.5% | $4,299-62.7% |
| Admin fee / account holder | $491 | $7,999-93.9% | $15,900-96.9% | $6,924-92.9% |