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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 | $6,220 | $90,170-93.1% | $150,734-95.9% | $69,733-91.1% |
| Participation rate | 54.1% | 60.2%-6.1pp | 78.4%-24.4pp | 62.5%-8.4pp |
| Annual return | 17.37% | 16.56%+0.8pp | 600.81%-583.4pp | 15.22%+2.1pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $4,918-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,650 | $3,086-46.5% | $5,610-70.6% | $3,054-46.0% |
| Admin fee / account holder | $5,337 | $4,600+16.0% | $14,905-64.2% | $3,102+72.1% |