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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 | $13,528 | $78,423-82.7% | $95,964-85.9% | $79,856-83.1% |
| Participation rate | 61.2% | 73.5%-12.3pp | 77.1%-15.9pp | 69.6%-8.4pp |
| Annual return | 17.05% | 19.37%-2.3pp | 91.64%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,347 | $3,440-31.8% | $4,167-43.7% | $3,741-37.3% |
| Admin fee / account holder | $1,905 | $5,622-66.1% | $6,797-72.0% | $5,306-64.1% |