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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 | $6,818 | $60,442-88.7% | $96,754-93.0% | $87,485-92.2% |
| Participation rate | 38.5% | 58.7%-20.2pp | 70.3%-31.8pp | 68.9%-30.5pp |
| Annual return | 37.93% | 21.97%+16.0pp | 82.04%-44.1pp | 26.06%+11.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,818 | $3,280-44.6% | $4,758-61.8% | $4,274-57.5% |
| Admin fee / account holder | $545 | $5,069-89.3% | $8,905-93.9% | $7,775-93.0% |