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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 | $7,137 | $59,804-88.1% | $81,982-91.3% | $79,856-91.1% |
| Participation rate | 51.2% | 61.6%-10.4pp | 69.3%-18.1pp | 69.6%-18.5pp |
| Annual return | 50.72% | 17.56%+33.2pp | 41.31%+9.4pp | 31.71%+19.0pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,476 | $2,695-8.1% | $3,722-33.5% | $3,741-33.8% |
| Admin fee / account holder | $1,066 | $4,288-75.1% | $5,665-81.2% | $5,306-79.9% |