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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 | $80,674-92.3% | $119,126-94.8% | $64,340-90.3% |
| Participation rate | 54.1% | 55.2%-1.1pp | 75.8%-21.7pp | 55.2%-1.2pp |
| Annual return | 17.37% | 26.86%-9.5pp | 282.11%-264.7pp | 24.14%-6.8pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,650 | $3,053-46.0% | $5,318-69.0% | $2,980-44.6% |
| Admin fee / account holder | $5,337 | $4,559+17.1% | $10,693-50.1% | $3,703+44.2% |