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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 | $18,024 | $78,707-77.1% | $117,861-84.7% | $70,126-74.3% |
| Participation rate | 58.8% | 73.2%-14.4pp | 79.7%-20.8pp | 69.5%-10.7pp |
| Annual return | 18.08% | 23.30%-5.2pp | 335.11%-317.0pp | 73.15%-55.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,683 | $3,297-49.0% | $4,482-62.4% | $3,332-49.5% |
| Admin fee / account holder | $3,113 | $5,066-38.5% | $8,021-61.2% | $4,645-33.0% |