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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 | $4,759 | $75,541-93.7% | $152,093-96.9% | $82,637-94.2% |
| Participation rate | 2.0% | 66.5%-64.5pp | 77.8%-75.7pp | 68.1%-66.0pp |
| Annual return | 13.20% | 32.56%-19.4pp | 66.36%-53.2pp | 53.51%-40.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $399 | $6,405-93.8% | $14,497-97.3% | $7,339-94.6% |