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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 | $5,669 | $65,712-91.4% | $57,196-90.1% | $273,972-97.9% |
| Participation rate | 38.1% | 78.3%-40.2pp | 75.3%-37.2pp | 83.0%-44.9pp |
| Annual return | 7.45% | 22.01%-14.6pp | 14.59%-7.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $840 | $3,782-77.8% | $3,096-72.9% | $5,287-84.1% |
| Admin fee / account holder | $384 | $4,838-92.1% | $3,141-87.8% | $10,133-96.2% |