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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 | $3,608 | $48,364-92.5% | $71,796-95.0% | $62,881-94.3% |
| Participation rate | 55.3% | 60.6%-5.3pp | 69.1%-13.8pp | 69.3%-14.0pp |
| Annual return | 31.31% | 13.16%+18.2pp | 78.04%-46.7pp | 20.14%+11.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,414 | $2,091+15.4% | $2,794-13.6% | $3,203-24.6% |
| Admin fee / account holder | $990 | $3,771-73.8% | $4,815-79.4% | $4,296-77.0% |