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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 | $43,749-83.0% | $158,223-95.3% | $65,306-88.6% |
| Participation rate | 33.6% | 56.9%-23.3pp | 79.2%-45.6pp | 57.7%-24.1pp |
| Annual return | 19.66% | 19.41%+0.2pp | 52.09%-32.4pp | 21.94%-2.3pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $737 | $2,019-63.5% | $5,467-86.5% | $2,959-75.1% |
| Admin fee / account holder | $304 | $1,930-84.3% | $16,047-98.1% | $3,480-91.3% |