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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 | $8,444 | $50,947-83.4% | $74,551-88.7% | $64,173-86.8% |
| Participation rate | 41.7% | 61.1%-19.4pp | 69.1%-27.5pp | 69.6%-27.9pp |
| Annual return | 12.15% | -1.85%+14.0pp | 32.53%-20.4pp | 7.63%+4.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,394 | $2,302-39.4% | $3,108-55.2% | $3,470-59.8% |
| Admin fee / account holder | $1,343 | $4,221-68.2% | $5,059-73.5% | $4,887-72.5% |