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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 | $16,084 | $73,955-78.3% | $96,520-83.3% | $75,181-78.6% |
| Participation rate | 44.3% | 66.4%-22.2pp | 74.3%-30.1pp | 67.2%-22.9pp |
| Annual return | 16.35% | 26.72%-10.4pp | 35.72%-19.4pp | 160.69%-144.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,072 | $3,659-43.4% | $4,879-57.5% | $4,126-49.8% |
| Admin fee / account holder | $411 | $5,217-92.1% | $6,733-93.9% | $5,650-92.7% |