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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 | $17,701 | $50,947-65.3% | $74,551-76.3% | $64,173-72.4% |
| Participation rate | 19.2% | 61.1%-41.8pp | 69.1%-49.9pp | 69.6%-50.3pp |
| Annual return | 5.34% | -1.85%+7.2pp | 32.53%-27.2pp | 7.63%-2.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,183 | $2,302-48.6% | $3,108-61.9% | $3,470-65.9% |
| Admin fee / account holder | $1,405 | $4,221-66.7% | $5,059-72.2% | $4,887-71.3% |