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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 | $8,437 | $48,053-82.4% | $84,637-90.0% | $72,976-88.4% |
| Participation rate | 28.6% | 57.6%-29.0pp | 68.2%-39.7pp | 69.5%-40.9pp |
| Annual return | 19.99% | 37.39%-17.4pp | 258.82%-238.8pp | 81.02%-61.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,550 | $2,681-42.2% | $3,900-60.3% | $3,608-57.0% |
| Admin fee / account holder | $6,860 | $3,395+102.0% | $4,914+39.6% | $5,124+33.9% |