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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 | $4,060 | $102,245-96.0% | $89,340-95.5% | $137,256-97.0% |
| Participation rate | 40.0% | 74.9%-34.9pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 15.68% | 21.89%-6.2pp | 20.57%-4.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $847 | $4,436-80.9% | $3,823-77.8% | $6,407-86.8% |
| Admin fee / account holder | $2,110 | $8,085-73.9% | $6,704-68.5% | $12,270-82.8% |