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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 | $4,360 | $46,877-90.7% | $122,354-96.4% | $70,126-93.8% |
| Participation rate | 32.3% | 58.2%-25.9pp | 71.6%-39.3pp | 69.5%-37.2pp |
| Annual return | 17.23% | 24.22%-7.0pp | 30.28%-13.0pp | 73.15%-55.9pp |
| Employer contribution / active EE | $933 | $1,288-27.6% | $4,051-77.0% | $2,343-60.2% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,168 | $3,324-64.9% | $5,479-78.7% | $4,645-74.9% |