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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 | $9,736 | $93,064-89.5% | $74,577-86.9% | $273,972-96.4% |
| Participation rate | 12.5% | 74.9%-62.4pp | 68.1%-55.6pp | 83.0%-70.5pp |
| Annual return | 6.48% | 26.18%-19.7pp | 20.47%-14.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $723 | $4,160-82.6% | $3,458-79.1% | $5,287-86.3% |
| Admin fee / account holder | $938 | $5,273-82.2% | $4,138-77.3% | $10,133-90.7% |