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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 | $8,640 | $63,114-86.3% | $92,915-90.7% | $65,186-86.7% |
| Participation rate | 38.0% | 68.8%-30.8pp | 76.0%-38.0pp | 70.2%-32.2pp |
| Annual return | 25.93% | 28.75%-2.8pp | 109.45%-83.5pp | 29.39%-3.5pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,499 | $3,108-51.8% | $4,238-64.6% | $3,514-57.3% |
| Admin fee / account holder | $330 | $624-47.1% | $5,796-94.3% | $847-61.1% |