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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 | $8,215 | $84,236-90.2% | $170,435-95.2% | $70,126-88.3% |
| Participation rate | 29.6% | 70.8%-41.2pp | 83.6%-54.0pp | 69.5%-39.9pp |
| Annual return | 13.27% | 23.06%-9.8pp | 205.94%-192.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,100 | $3,086-64.4% | $4,939-77.7% | $3,332-67.0% |
| Admin fee / account holder | $1,206 | $5,698-78.8% | $13,881-91.3% | $4,645-74.0% |