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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 | $8,358 | $77,574-89.2% | $108,753-92.3% | $86,983-90.4% |
| Participation rate | 32.1% | 62.3%-30.2pp | 71.1%-38.9pp | 69.5%-37.4pp |
| Annual return | 17.34% | 18.42%-1.1pp | 37.47%-20.1pp | 25.83%-8.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,322 | $3,128-57.7% | $4,115-67.9% | $4,194-68.5% |
| Admin fee / account holder | $1,420 | $6,529-78.3% | $10,320-86.2% | $7,856-81.9% |