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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 | $9,789 | $48,078-79.6% | $78,676-87.6% | $62,881-84.4% |
| Participation rate | 0.0% | 65.2%-65.2pp | 73.6%-73.6pp | 69.3%-69.3pp |
| Annual return | 6.99% | 31.36%-24.4pp | 62.19%-55.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $721 | $2,015-64.2% | $2,850-74.7% | $2,281-68.4% |
| Participant deferral / active EE | $1,320 | $2,587-49.0% | $3,517-62.5% | $3,203-58.8% |
| Admin fee / account holder | $618 | $3,206-80.7% | $4,510-86.3% | $4,296-85.6% |