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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 | $9,353 | $93,346-90.0% | $71,796-87.0% | $273,972-96.6% |
| Participation rate | 12.5% | 76.5%-64.0pp | 69.1%-56.6pp | 83.0%-70.5pp |
| Annual return | 5.71% | 130.39%-124.7pp | 78.04%-72.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,781 | $3,475-48.8% | $2,794-36.3% | $5,287-66.3% |
| Admin fee / account holder | $2,226 | $6,571-66.1% | $4,815-53.8% | $10,133-78.0% |