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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 | $3,937 | $76,407-94.8% | $150,298-97.4% | $82,448-95.2% |
| Participation rate | 22.2% | 66.4%-44.2pp | 77.8%-55.5pp | 68.1%-45.8pp |
| Annual return | 78.47% | 39.99%+38.5pp | 62.79%+15.7pp | 41.64%+36.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $898 | $3,214-72.1% | $5,453-83.5% | $4,139-78.3% |
| Admin fee / account holder | $4,016 | $6,352-36.8% | $14,116-71.6% | $7,234-44.5% |