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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 | $6,097 | $57,140-89.3% | $85,240-92.8% | $80,959-92.5% |
| Participation rate | 58.8% | 56.4%+2.4pp | 67.5%-8.7pp | 67.7%-8.8pp |
| Annual return | 15.29% | 21.71%-6.4pp | 66.75%-51.5pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,804 | $3,115-42.1% | $4,527-60.2% | $4,300-58.1% |
| Admin fee / account holder | $3,329 | $4,992-33.3% | $6,165-46.0% | $6,925-51.9% |