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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 | $11,436 | $77,638-85.3% | $156,551-92.7% | $62,881-81.8% |
| Participation rate | 63.0% | 71.2%-8.2pp | 84.0%-21.1pp | 69.3%-6.3pp |
| Annual return | 5.16% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,372 | $3,046-54.9% | $4,871-71.8% | $3,203-57.2% |
| Admin fee / account holder | $1,578 | $5,561-71.6% | $13,028-87.9% | $4,296-63.3% |