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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 | $8,858 | $114,119-92.2% | $107,187-91.7% | $138,895-93.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 17.89% | 273.21%-255.3pp | 204.55%-186.7pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,666 | $5,538-33.8% | $5,096-28.1% | $6,396-42.7% |
| Admin fee / account holder | $333 | $10,024-96.7% | $9,162-96.4% | $12,562-97.3% |