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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 | $7,860 | $61,338-87.2% | $149,717-94.8% | $71,495-89.0% |
| Participation rate | 31.1% | 62.5%-31.4pp | 78.8%-47.6pp | 67.9%-36.8pp |
| Annual return | 19.38% | 35.86%-16.5pp | 134.41%-115.0pp | 28.85%-9.5pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $853 | $2,919-70.8% | $5,682-85.0% | $4,291-80.1% |
| Admin fee / account holder | $465 | $1,263-63.2% | $13,213-96.5% | $1,588-70.7% |