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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 | $6,075 | $35,183-82.7% | $73,550-91.7% | $70,126-91.3% |
| Participation rate | 66.7% | 42.9%+23.7pp | 54.9%+11.7pp | 69.5%-2.9pp |
| Annual return | 17.50% | 26.90%-9.4pp | -15.16%+32.7pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $750 | $1,220-38.5% | $1,804-58.4% | $3,332-77.5% |
| Admin fee / account holder | $1,581 | $2,302-31.3% | $2,320-31.8% | $4,645-66.0% |