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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 | $8,918 | $46,732-80.9% | $156,552-94.3% | $55,167-83.8% |
| Participation rate | 21.3% | 65.8%-44.5pp | 84.0%-62.7pp | 69.0%-47.7pp |
| Annual return | 12.84% | 17.72%-4.9pp | 32.23%-19.4pp | 169.23%-156.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,148 | $2,204-47.9% | $4,871-76.4% | $3,054-62.4% |
| Admin fee / account holder | $400 | $418-4.4% | $13,028-96.9% | $504-20.6% |