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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 | $9,059 | $53,128-82.9% | $86,582-89.5% | $70,126-87.1% |
| Participation rate | 60.7% | 65.3%-4.6pp | 73.5%-12.8pp | 69.5%-8.8pp |
| Annual return | 16.17% | 27.66%-11.5pp | 965.08%-948.9pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,010 | $2,695+11.7% | $3,609-16.6% | $3,332-9.7% |
| Admin fee / account holder | $2,117 | $3,584-40.9% | $4,904-56.8% | $4,645-54.4% |