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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 | $9,388 | $66,275-85.8% | $163,379-94.3% | $64,097-85.4% |
| Participation rate | 48.1% | 54.1%-5.9pp | 76.8%-28.7pp | 55.2%-7.0pp |
| Annual return | 17.17% | 32.72%-15.5pp | 63.41%-46.2pp | 34.64%-17.5pp |
| Employer contribution / active EE | $0 | $1,521-100.0% | $3,752-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,213 | $3,126-29.2% | $6,282-64.8% | $3,080-28.2% |
| Admin fee / account holder | $431 | $4,569-90.6% | $9,818-95.6% | $3,454-87.5% |