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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 | $5,088 | $54,541-90.7% | $78,778-93.5% | $70,126-92.7% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.2%-29.2pp | 69.5%-29.5pp |
| Annual return | 21.41% | 21.07%+0.3pp | 35.62%-14.2pp | 73.15%-51.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,266 | $2,210-42.7% | $2,958-57.2% | $3,332-62.0% |
| Admin fee / account holder | $1,162 | $3,709-68.7% | $5,134-77.4% | $4,645-75.0% |