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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 | $5,373 | $54,763-90.2% | $90,324-94.1% | $72,976-92.6% |
| Participation rate | 41.7% | 65.2%-23.5pp | 73.3%-31.6pp | 69.5%-27.8pp |
| Annual return | 25.17% | 30.63%-5.5pp | 78.15%-53.0pp | 81.02%-55.8pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,238 | $2,887-57.1% | $3,885-68.1% | $3,608-65.7% |
| Admin fee / account holder | $950 | $3,973-76.1% | $5,356-82.3% | $5,124-81.5% |