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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 | $6,819 | $78,423-91.3% | $95,964-92.9% | $79,856-91.5% |
| Participation rate | 51.7% | 73.5%-21.8pp | 77.1%-25.4pp | 69.6%-17.9pp |
| Annual return | 11.06% | 19.37%-8.3pp | 91.64%-80.6pp | 31.71%-20.6pp |
| Employer contribution / active EE | $507 | $1,945-73.9% | $2,541-80.0% | $2,471-79.5% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $541 | $5,622-90.4% | $6,797-92.0% | $5,306-89.8% |