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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 | $2,401 | $100,139-97.6% | $85,187-97.2% | $145,884-98.4% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-22.0pp |
| Annual return | 9.32% | 84.15%-74.8pp | 66.67%-57.3pp | 551.85%-542.5pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $920 | $5,296-82.6% | $4,525-79.7% | $6,690-86.2% |
| Admin fee / account holder | $989 | $7,262-86.4% | $6,162-83.9% | $13,392-92.6% |