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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 | $4,543 | $61,338-92.6% | $149,717-97.0% | $71,495-93.6% |
| Participation rate | 56.9% | 62.5%-5.6pp | 78.8%-21.9pp | 67.9%-11.0pp |
| Annual return | 20.04% | 35.86%-15.8pp | 134.41%-114.4pp | 28.85%-8.8pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,866 | $2,919-36.1% | $5,682-67.2% | $4,291-56.5% |
| Admin fee / account holder | $901 | $1,263-28.7% | $13,213-93.2% | $1,588-43.3% |