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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 | $7,941 | $81,358-90.2% | $155,556-94.9% | $80,959-90.2% |
| Participation rate | 41.9% | 66.3%-24.3pp | 78.2%-36.3pp | 67.7%-25.7pp |
| Annual return | 35.40% | 33.39%+2.0pp | 64.84%-29.4pp | 35.67%-0.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,104 | $3,455-68.0% | $5,631-80.4% | $4,300-74.3% |
| Admin fee / account holder | $1,390 | $7,994-82.6% | $15,885-91.2% | $6,925-79.9% |