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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 | $4,705 | $134,001-96.5% | $112,258-95.8% | $134,509-96.5% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | 16.07% | 47.15%-31.1pp | 27.47%-11.4pp | 418.13%-402.1pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,687 | $5,291-68.1% | $4,728-64.3% | $6,400-73.6% |
| Admin fee / account holder | $1,706 | $7,491-77.2% | $6,411-73.4% | $11,427-85.1% |