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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 | $8,886 | $86,701-89.8% | $73,309-87.9% | $125,389-92.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 74.9%-24.9pp | 83.2%-33.2pp |
| Annual return | 26.08% | 2.78%+23.3pp | 5.67%+20.4pp | 282.24%-256.2pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,437 | $5,549-56.1% | $4,991-51.2% | $5,352-54.5% |
| Admin fee / account holder | $1,283 | $7,768-83.5% | $5,635-77.2% | $9,541-86.6% |