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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 | $5,355 | $54,763-90.2% | $90,324-94.1% | $72,976-92.7% |
| Participation rate | 57.1% | 65.2%-8.0pp | 73.3%-16.1pp | 69.5%-12.3pp |
| Annual return | 25.10% | 30.63%-5.5pp | 78.15%-53.1pp | 81.02%-55.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,101 | $2,887-61.9% | $3,885-71.7% | $3,608-69.5% |
| Admin fee / account holder | $393 | $3,973-90.1% | $5,356-92.7% | $5,124-92.3% |