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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 | $3,898 | $101,798-96.2% | $165,071-97.6% | $80,935-95.2% |
| Participation rate | 60.8% | 71.8%-11.0pp | 78.6%-17.8pp | 67.7%-6.9pp |
| Annual return | 17.26% | 16.73%+0.5pp | 70.17%-52.9pp | 35.66%-18.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,233 | $4,476-50.1% | $6,035-63.0% | $4,299-48.1% |
| Admin fee / account holder | $434 | $8,221-94.7% | $12,695-96.6% | $6,924-93.7% |