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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 | $3,721 | $75,541-95.1% | $152,093-97.6% | $82,637-95.5% |
| Participation rate | 60.7% | 66.5%-5.8pp | 77.8%-17.1pp | 68.1%-7.3pp |
| Annual return | 29.75% | 32.56%-2.8pp | 66.36%-36.6pp | 53.51%-23.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,510 | $3,206-52.9% | $5,451-72.3% | $4,126-63.4% |
| Admin fee / account holder | $620 | $6,405-90.3% | $14,497-95.7% | $7,339-91.6% |