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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 | $5,099 | $37,446-86.4% | $77,513-93.4% | $79,852-93.6% |
| Participation rate | 48.9% | 41.5%+7.4pp | 54.2%-5.3pp | 69.6%-20.7pp |
| Annual return | 14.01% | 39.76%-25.8pp | 54.81%-40.8pp | 31.72%-17.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $917 | $1,261-27.3% | $1,861-50.7% | $3,740-75.5% |
| Admin fee / account holder | $1,977 | $2,506-21.1% | $2,859-30.9% | $5,306-62.7% |