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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 | $9,565 | $84,236-88.6% | $170,435-94.4% | $70,126-86.4% |
| Participation rate | 37.9% | 70.8%-32.9pp | 83.6%-45.7pp | 69.5%-31.6pp |
| Annual return | 16.83% | 23.06%-6.2pp | 205.94%-189.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $942 | $3,086-69.5% | $4,939-80.9% | $3,332-71.7% |
| Admin fee / account holder | $368 | $5,698-93.5% | $13,881-97.4% | $4,645-92.1% |