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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 | $8,499 | $46,877-81.9% | $122,354-93.1% | $70,126-87.9% |
| Participation rate | 50.5% | 58.2%-7.7pp | 71.6%-21.1pp | 69.5%-19.0pp |
| Annual return | 16.67% | 24.22%-7.5pp | 30.28%-13.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,857 | $2,167-14.3% | $3,287-43.5% | $3,332-44.3% |
| Admin fee / account holder | $1,165 | $3,324-65.0% | $5,479-78.7% | $4,645-74.9% |