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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 | $26,542 | $69,977-62.1% | $108,582-75.6% | $62,881-57.8% |
| Participation rate | 29.7% | 72.9%-43.2pp | 79.6%-49.8pp | 69.3%-39.6pp |
| Annual return | 13.90% | 10.73%+3.2pp | -51.70%+65.6pp | 20.14%-6.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,047 | $3,165-3.7% | $4,311-29.3% | $3,203-4.9% |
| Admin fee / account holder | $3,585 | $5,076-29.4% | $7,645-53.1% | $4,296-16.5% |