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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 | $14,273 | $52,911-73.0% | $73,309-80.5% | $59,633-76.1% |
| Participation rate | 40.7% | 68.2%-27.6pp | 74.9%-34.3pp | 68.7%-28.0pp |
| Annual return | 2.02% | 12.20%-10.2pp | 5.67%-3.7pp | 2041.40%-2039.4pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,349 | $4,069-17.7% | $4,991-32.9% | $3,192+4.9% |
| Admin fee / account holder | $1,482 | $3,835-61.3% | $5,635-73.7% | $4,297-65.5% |