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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 | $3,021 | $102,938-97.1% | $94,105-96.8% | $138,895-97.8% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 17.90% | 250.28%-232.4pp | 204.55%-186.7pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,250 | $4,196-70.2% | $3,881-67.8% | $6,396-80.5% |
| Admin fee / account holder | $4,480 | $6,600-32.1% | $6,199-27.7% | $12,562-64.3% |