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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 | $7,981 | $48,053-83.4% | $84,637-90.6% | $72,976-89.1% |
| Participation rate | 25.0% | 57.6%-32.6pp | 68.2%-43.2pp | 69.5%-44.5pp |
| Annual return | 34.04% | 37.39%-3.3pp | 258.82%-224.8pp | 81.02%-47.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,091 | $2,681-22.0% | $3,900-46.4% | $3,608-42.0% |
| Admin fee / account holder | $422 | $3,395-87.6% | $4,914-91.4% | $5,124-91.8% |