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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 | $6,681 | $47,848-86.0% | $81,473-91.8% | $70,126-90.5% |
| Participation rate | 51.4% | 58.3%-6.8pp | 68.0%-16.5pp | 69.5%-18.1pp |
| Annual return | 24.91% | 27.25%-2.3pp | 38.78%-13.9pp | 73.15%-48.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,547 | $2,453-36.9% | $3,537-56.3% | $3,332-53.6% |
| Admin fee / account holder | $1,336 | $3,145-57.5% | $4,561-70.7% | $4,645-71.2% |