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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 | $21,061 | $106,864-80.3% | $147,318-85.7% | $82,637-74.5% |
| Participation rate | 41.7% | 75.5%-33.8pp | 82.1%-40.4pp | 68.1%-26.4pp |
| Annual return | 18.66% | 27.49%-8.8pp | 70.43%-51.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,857 | $6,496-40.6% | $7,906-51.2% | $4,126-6.5% |
| Admin fee / account holder | $1,376 | $8,415-83.6% | $13,708-90.0% | $7,339-81.2% |