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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 | $9,727 | $78,690-87.6% | $161,489-94.0% | $87,485-88.9% |
| Participation rate | 64.3% | 67.5%-3.2pp | 78.7%-14.4pp | 68.9%-4.6pp |
| Annual return | 20.61% | 32.74%-12.1pp | 89.72%-69.1pp | 26.06%-5.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,586 | $3,311-21.9% | $5,630-54.1% | $4,274-39.5% |
| Admin fee / account holder | $3,262 | $6,724-51.5% | $16,006-79.6% | $7,775-58.1% |