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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 | $5,170 | $76,407-93.2% | $150,298-96.6% | $82,448-93.7% |
| Participation rate | 60.2% | 66.4%-6.2pp | 77.8%-17.5pp | 68.1%-7.9pp |
| Annual return | 22.06% | 39.99%-17.9pp | 62.79%-40.7pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,614 | $3,214-49.8% | $5,453-70.4% | $4,139-61.0% |
| Admin fee / account holder | $895 | $6,352-85.9% | $14,116-93.7% | $7,234-87.6% |