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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 | $80,332-92.3% | $107,187-94.2% | $64,097-90.3% |
| Participation rate | 54.1% | 54.4%-0.3pp | 75.0%-20.9pp | 55.2%-1.1pp |
| Annual return | 17.37% | 24.26%-6.9pp | 204.55%-187.2pp | 34.64%-17.3pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,650 | $3,109-46.9% | $5,096-67.6% | $3,080-46.4% |
| Admin fee / account holder | $5,337 | $4,314+23.7% | $9,162-41.7% | $3,454+54.5% |