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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 | $8,204 | $54,757-85.0% | $90,300-90.9% | $72,983-88.8% |
| Participation rate | 37.5% | 65.1%-27.6pp | 73.3%-35.8pp | 69.5%-32.0pp |
| Annual return | 26.18% | 30.63%-4.5pp | 78.11%-51.9pp | 81.01%-54.8pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,458 | $2,887-49.5% | $3,884-62.5% | $3,608-59.6% |
| Admin fee / account holder | $580 | $3,972-85.4% | $5,353-89.2% | $5,124-88.7% |