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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 | $7,011 | $76,371-90.8% | $93,621-92.5% | $72,975-90.4% |
| Participation rate | 46.9% | 71.8%-24.9pp | 75.8%-29.0pp | 69.5%-22.6pp |
| Annual return | 17.18% | 25.82%-8.6pp | 32.76%-15.6pp | 81.01%-63.8pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,488 | $3,538-57.9% | $4,070-63.4% | $3,608-58.8% |
| Admin fee / account holder | $1,053 | $6,839-84.6% | $7,890-86.7% | $5,124-79.5% |