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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 | $11,064 | $91,179-87.9% | $178,499-93.8% | $79,852-86.1% |
| Participation rate | 22.9% | 69.2%-46.4pp | 81.9%-59.1pp | 69.6%-46.8pp |
| Annual return | 21.15% | 24.19%-3.0pp | 151.10%-130.0pp | 31.72%-10.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,229 | $3,236-62.0% | $5,202-76.4% | $3,740-67.1% |
| Admin fee / account holder | $728 | $6,749-89.2% | $13,986-94.8% | $5,306-86.3% |