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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 | $5,516 | $95,601-94.2% | $77,183-92.9% | $139,456-96.0% |
| Participation rate | 50.0% | 74.0%-24.0pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 26.39% | 54.96%-28.6pp | 37.89%-11.5pp | 373.45%-347.1pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,930 | $4,623-58.3% | $3,833-49.7% | $6,711-71.3% |
| Admin fee / account holder | $1,445 | $8,302-82.6% | $5,475-73.6% | $11,407-87.3% |