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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 | $24,721 | $87,106-71.6% | $105,607-76.6% | $80,935-69.5% |
| Participation rate | 36.7% | 70.4%-33.8pp | 75.3%-38.6pp | 67.7%-31.0pp |
| Annual return | 12.09% | 17.01%-4.9pp | 116.11%-104.0pp | 35.66%-23.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,306 | $3,986-42.2% | $5,011-54.0% | $4,299-46.4% |
| Admin fee / account holder | $24,942 | $8,447+195.3% | $10,958+127.6% | $6,924+260.2% |