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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 | $14,379 | $101,795-85.9% | $165,100-91.3% | $80,959-82.2% |
| Participation rate | 38.5% | 71.8%-33.4pp | 78.6%-40.2pp | 67.7%-29.2pp |
| Annual return | 13.65% | 16.73%-3.1pp | 70.21%-56.6pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,177 | $4,476-51.4% | $6,035-63.9% | $4,300-49.4% |
| Admin fee / account holder | $1,867 | $8,221-77.3% | $12,696-85.3% | $6,925-73.0% |