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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 | $9,275 | $96,956-90.4% | $69,779-86.7% | $273,972-96.6% |
| Participation rate | 23.5% | 77.1%-53.5pp | 71.8%-48.3pp | 83.0%-59.5pp |
| Annual return | 3.41% | 12.93%-9.5pp | 12.99%-9.6pp | 41.46%-38.0pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $998 | $3,744-73.3% | $2,931-65.9% | $5,287-81.1% |
| Admin fee / account holder | $807 | $7,934-89.8% | $4,381-81.6% | $10,133-92.0% |