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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 | $9,945 | $69,541-85.7% | $59,899-83.4% | $135,380-92.7% |
| Participation rate | 21.4% | 77.8%-56.4pp | 74.7%-53.3pp | 82.6%-61.2pp |
| Annual return | 19.01% | 7.95%+11.1pp | 3.46%+15.5pp | 519.81%-500.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,770 | $4,206-57.9% | $3,402-48.0% | $5,609-68.4% |
| Admin fee / account holder | $1,091 | $5,737-81.0% | $3,592-69.6% | $10,828-89.9% |