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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 | $7,423 | $41,016-81.9% | $152,093-95.1% | $64,097-88.4% |
| Participation rate | 33.6% | 51.3%-17.8pp | 77.8%-44.2pp | 55.2%-21.6pp |
| Annual return | 19.66% | 39.60%-19.9pp | 66.36%-46.7pp | 34.64%-15.0pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $737 | $1,927-61.8% | $5,451-86.5% | $3,080-76.1% |
| Admin fee / account holder | $304 | $2,305-86.8% | $14,497-97.9% | $3,454-91.2% |