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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 | $6,683 | $54,763-87.8% | $90,324-92.6% | $72,976-90.8% |
| Participation rate | 40.0% | 65.2%-25.2pp | 73.3%-33.3pp | 69.5%-29.5pp |
| Annual return | 35.55% | 30.63%+4.9pp | 78.15%-42.6pp | 81.02%-45.5pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,702 | $2,887-41.1% | $3,885-56.2% | $3,608-52.8% |
| Admin fee / account holder | $872 | $3,973-78.1% | $5,356-83.7% | $5,124-83.0% |