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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 | $9,176 | $48,053-80.9% | $84,623-89.2% | $72,983-87.4% |
| Participation rate | 42.3% | 57.6%-15.3pp | 68.2%-25.9pp | 69.5%-27.2pp |
| Annual return | 22.44% | 37.39%-14.9pp | 258.77%-236.3pp | 81.01%-58.6pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,439 | $2,681-46.3% | $3,899-63.1% | $3,608-60.1% |
| Admin fee / account holder | $490 | $3,395-85.6% | $4,913-90.0% | $5,124-90.4% |