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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 | $6,033 | $84,236-92.8% | $170,435-96.5% | $70,126-91.4% |
| Participation rate | 20.0% | 70.8%-50.8pp | 83.6%-63.6pp | 69.5%-49.5pp |
| Annual return | 21.66% | 23.06%-1.4pp | 205.94%-184.3pp | 73.15%-51.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $881 | $3,086-71.4% | $4,939-82.2% | $3,332-73.5% |
| Admin fee / account holder | $395 | $5,698-93.1% | $13,881-97.2% | $4,645-91.5% |