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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 | $7,234 | $77,416-90.7% | $69,464-89.6% | $152,897-95.3% |
| Participation rate | 45.8% | 78.1%-32.3pp | 74.6%-28.8pp | 82.5%-36.6pp |
| Annual return | 24.99% | 39.08%-14.1pp | 28.98%-4.0pp | 345.43%-320.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,540 | $4,413-65.1% | $3,536-56.5% | $5,851-73.7% |
| Admin fee / account holder | $477 | $6,208-92.3% | $3,840-87.6% | $11,599-95.9% |