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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 | $9,591 | $78,690-87.8% | $161,489-94.1% | $87,485-89.0% |
| Participation rate | 61.8% | 67.5%-5.7pp | 78.7%-16.9pp | 68.9%-7.2pp |
| Annual return | 30.88% | 32.74%-1.9pp | 89.72%-58.8pp | 26.06%+4.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,797 | $3,311-45.7% | $5,630-68.1% | $4,274-58.0% |
| Admin fee / account holder | $2,576 | $6,724-61.7% | $16,006-83.9% | $7,775-66.9% |