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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 | $21,540 | $65,034-66.9% | $90,970-76.3% | $79,856-73.0% |
| Participation rate | 53.8% | 61.6%-7.8pp | 69.0%-15.2pp | 69.6%-15.8pp |
| Annual return | 13.64% | 30.45%-16.8pp | 134.60%-121.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,514 | $2,512-39.7% | $3,373-55.1% | $3,741-59.5% |
| Admin fee / account holder | $1,626 | $4,536-64.2% | $5,961-72.7% | $5,306-69.4% |