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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 | $14,164 | $84,236-83.2% | $170,435-91.7% | $70,126-79.8% |
| Participation rate | 43.3% | 70.8%-27.5pp | 83.6%-40.3pp | 69.5%-26.2pp |
| Annual return | 15.08% | 23.06%-8.0pp | 205.94%-190.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,058 | $3,086-33.3% | $4,939-58.3% | $3,332-38.2% |
| Admin fee / account holder | $12,454 | $5,698+118.6% | $13,881-10.3% | $4,645+168.1% |