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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 | $2,181 | $112,729-98.1% | $98,716-97.8% | $137,256-98.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 11.04% | 38.48%-27.4pp | 31.81%-20.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,056 | $4,640-55.7% | $4,048-49.2% | $6,407-67.9% |
| Admin fee / account holder | $1,543 | $10,129-84.8% | $8,703-82.3% | $12,270-87.4% |