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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 | $4,961 | $81,276-93.9% | $155,574-96.8% | $80,925-93.9% |
| Participation rate | 13.2% | 66.2%-53.0pp | 78.2%-65.0pp | 67.7%-54.5pp |
| Annual return | 12.41% | 33.36%-21.0pp | 64.87%-52.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,023 | $3,453-41.4% | $5,629-64.1% | $4,299-52.9% |
| Admin fee / account holder | $345 | $7,993-95.7% | $15,914-97.8% | $6,940-95.0% |