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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 | $77,814-95.2% | $158,223-97.6% | $86,983-95.7% |
| Participation rate | 60.7% | 68.4%-7.7pp | 79.2%-18.5pp | 69.5%-8.8pp |
| Annual return | 29.75% | 30.54%-0.8pp | 52.09%-22.3pp | 25.83%+3.9pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,510 | $3,270-53.8% | $5,467-72.4% | $4,194-64.0% |
| Admin fee / account holder | $620 | $5,879-89.5% | $16,047-96.1% | $7,856-92.1% |