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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 | $14,464 | $46,877-69.1% | $122,354-88.2% | $70,126-79.4% |
| Participation rate | 42.9% | 58.2%-15.4pp | 71.6%-28.8pp | 69.5%-26.7pp |
| Annual return | 13.81% | 24.22%-10.4pp | 30.28%-16.5pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,815 | $2,167-16.3% | $3,287-44.8% | $3,332-45.5% |
| Admin fee / account holder | $423 | $3,324-87.3% | $5,479-92.3% | $4,645-90.9% |