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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 | $18,230 | $69,977-73.9% | $108,582-83.2% | $62,881-71.0% |
| Participation rate | 54.3% | 72.9%-18.6pp | 79.6%-25.3pp | 69.3%-15.0pp |
| Annual return | 10.29% | 10.73%-0.4pp | -51.70%+62.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,837 | $3,165+52.8% | $4,311+12.2% | $3,203+51.0% |
| Admin fee / account holder | $1,871 | $5,076-63.1% | $7,645-75.5% | $4,296-56.4% |