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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 | $8,943 | $54,541-83.6% | $78,778-88.6% | $70,126-87.2% |
| Participation rate | 53.4% | 60.8%-7.4pp | 69.2%-15.7pp | 69.5%-16.1pp |
| Annual return | 17.27% | 21.07%-3.8pp | 35.62%-18.3pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,262 | $2,210-42.9% | $2,958-57.3% | $3,332-62.1% |
| Admin fee / account holder | $552 | $3,709-85.1% | $5,134-89.3% | $4,645-88.1% |