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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 | $9,814 | $52,580-81.3% | $71,671-86.3% | $70,124-86.0% |
| Participation rate | 16.7% | 60.9%-44.2pp | 68.7%-52.1pp | 69.5%-52.9pp |
| Annual return | 138.77% | 20.25%+118.5pp | 20.65%+118.1pp | 73.14%+65.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,560 | $2,386-34.6% | $3,438-54.6% | $3,332-53.2% |
| Admin fee / account holder | $805 | $3,653-78.0% | $5,558-85.5% | $4,645-82.7% |