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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 | $115,225-98.1% | $100,712-97.8% | $138,895-98.4% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 11.04% | 40.35%-29.3pp | 33.27%-22.2pp | 145.39%-134.4pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,056 | $4,699-56.3% | $4,085-49.7% | $6,396-67.9% |
| Admin fee / account holder | $1,543 | $10,844-85.8% | $9,256-83.3% | $12,562-87.7% |