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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 | $6,016 | $54,541-89.0% | $78,778-92.4% | $70,126-91.4% |
| Participation rate | 25.0% | 60.8%-35.8pp | 69.2%-44.2pp | 69.5%-44.5pp |
| Annual return | 38.34% | 21.07%+17.3pp | 35.62%+2.7pp | 73.15%-34.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,445 | $2,210-34.6% | $2,958-51.2% | $3,332-56.6% |
| Admin fee / account holder | $826 | $3,709-77.7% | $5,134-83.9% | $4,645-82.2% |