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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 | $17,217 | $108,825-84.2% | $156,181-89.0% | $82,448-79.1% |
| Participation rate | 38.5% | 72.4%-33.9pp | 78.8%-40.4pp | 68.1%-29.6pp |
| Annual return | 16.61% | 20.59%-4.0pp | 64.87%-48.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,763 | $4,577-39.6% | $6,132-54.9% | $4,139-33.3% |
| Admin fee / account holder | $948 | $9,341-89.9% | $14,586-93.5% | $7,234-86.9% |