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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 | $6,133 | $57,140-89.3% | $85,240-92.8% | $80,959-92.4% |
| Participation rate | 27.3% | 56.4%-29.1pp | 67.5%-40.3pp | 67.7%-40.4pp |
| Annual return | 25.19% | 21.71%+3.5pp | 66.75%-41.6pp | 35.67%-10.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,639 | $3,115-47.4% | $4,527-63.8% | $4,300-61.9% |
| Admin fee / account holder | $2,872 | $4,992-42.5% | $6,165-53.4% | $6,925-58.5% |