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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 | $15,642 | $78,428-80.1% | $95,960-83.7% | $79,852-80.4% |
| Participation rate | 23.2% | 73.5%-50.3pp | 77.1%-53.9pp | 69.6%-46.5pp |
| Annual return | 37.81% | 19.37%+18.4pp | 91.63%-53.8pp | 31.72%+6.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,826 | $3,440-46.9% | $4,167-56.2% | $3,740-51.2% |
| Admin fee / account holder | $440 | $5,622-92.2% | $6,797-93.5% | $5,306-91.7% |