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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 | $10,780 | $90,486-88.1% | $78,676-86.3% | $273,972-96.1% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 6.48% | 75.62%-69.1pp | 62.19%-55.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $540 | $3,901-86.2% | $3,517-84.6% | $5,287-89.8% |
| Admin fee / account holder | $635 | $5,263-87.9% | $4,510-85.9% | $10,133-93.7% |