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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 | $5,811 | $110,410-94.7% | $102,437-94.3% | $145,897-96.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 26.21% | 24.85%+1.4pp | 24.95%+1.3pp | 552.29%-526.1pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,297 | $5,622-41.3% | $5,060-34.8% | $6,689-50.7% |
| Admin fee / account holder | $7,429 | $9,745-23.8% | $8,388-11.4% | $13,390-44.5% |