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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 | $9,662 | $77,817-87.6% | $123,553-92.2% | $64,173-84.9% |
| Participation rate | 59.3% | 74.7%-15.5pp | 82.3%-23.0pp | 69.6%-10.3pp |
| Annual return | 39.31% | 12.49%+26.8pp | 119.21%-79.9pp | 7.63%+31.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,230 | $5,240-38.4% | $6,426-49.7% | $3,470-6.9% |
| Admin fee / account holder | $537 | $5,519-90.3% | $9,284-94.2% | $4,887-89.0% |