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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 | $5,300 | $61,356-91.4% | $149,696-96.5% | $71,511-92.6% |
| Participation rate | 42.0% | 62.5%-20.5pp | 78.8%-36.8pp | 67.9%-25.9pp |
| Annual return | 27.03% | 35.86%-8.8pp | 134.46%-107.4pp | 28.86%-1.8pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,218 | $2,920-58.3% | $5,682-78.6% | $4,291-71.6% |
| Admin fee / account holder | $717 | $1,263-43.2% | $13,212-94.6% | $1,588-54.8% |