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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 | $9,671 | $84,236-88.5% | $170,435-94.3% | $70,126-86.2% |
| Participation rate | 28.8% | 70.8%-42.0pp | 83.6%-54.8pp | 69.5%-40.7pp |
| Annual return | 18.56% | 23.06%-4.5pp | 205.94%-187.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,305 | $3,086-57.7% | $4,939-73.6% | $3,332-60.8% |
| Admin fee / account holder | $639 | $5,698-88.8% | $13,881-95.4% | $4,645-86.3% |