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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 | $3,612 | $81,331-95.6% | $155,534-97.7% | $80,935-95.5% |
| Participation rate | 44.1% | 66.3%-22.1pp | 78.2%-34.1pp | 67.7%-23.5pp |
| Annual return | 16.70% | 33.37%-16.7pp | 64.92%-48.2pp | 35.66%-19.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $963 | $3,454-72.1% | $5,630-82.9% | $4,299-77.6% |
| Admin fee / account holder | $564 | $7,999-92.9% | $15,900-96.5% | $6,924-91.9% |