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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 | $7,101 | $52,961-86.6% | $172,752-95.9% | $65,185-89.1% |
| Participation rate | 34.8% | 66.2%-31.4pp | 82.6%-47.9pp | 70.2%-35.4pp |
| Annual return | 21.77% | 30.12%-8.4pp | 802.97%-781.2pp | 29.38%-7.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $915 | $2,471-63.0% | $5,198-82.4% | $3,514-74.0% |
| Admin fee / account holder | $692 | $472+46.5% | $13,955-95.0% | $847-18.4% |