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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 | $5,695 | $67,411-91.6% | $91,004-93.7% | $70,126-91.9% |
| Participation rate | 61.2% | 71.4%-10.1pp | 75.6%-14.4pp | 69.5%-8.3pp |
| Annual return | 36.77% | -40.16%+76.9pp | 4.60%+32.2pp | 73.15%-36.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,761 | $2,823-37.6% | $3,548-50.4% | $3,332-47.2% |
| Admin fee / account holder | $358 | $4,236-91.5% | $5,417-93.4% | $4,645-92.3% |