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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 | $9,321 | $65,367-85.7% | $92,915-90.0% | $72,976-87.2% |
| Participation rate | 62.2% | 68.3%-6.1pp | 76.0%-13.8pp | 69.5%-7.3pp |
| Annual return | 25.79% | 42.11%-16.3pp | 109.45%-83.7pp | 81.02%-55.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,620 | $3,128-16.2% | $4,238-38.2% | $3,608-27.4% |
| Admin fee / account holder | $473 | $4,251-88.9% | $5,796-91.8% | $5,124-90.8% |