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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 | $8,423 | $45,043-81.3% | $63,005-86.6% | $70,124-88.0% |
| Participation rate | 17.2% | 69.5%-52.3pp | 74.8%-57.6pp | 69.5%-52.3pp |
| Annual return | 39.05% | 18.76%+20.3pp | 87.59%-48.5pp | 73.14%-34.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,058 | $2,466-57.1% | $3,329-68.2% | $3,332-68.3% |
| Admin fee / account holder | $404 | $2,833-85.7% | $3,599-88.8% | $4,645-91.3% |