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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 | $14,181 | $62,672-77.4% | $185,117-92.3% | $70,126-79.8% |
| Participation rate | 37.8% | 63.8%-26.0pp | 77.3%-39.5pp | 69.5%-31.8pp |
| Annual return | 17.23% | 40.79%-23.6pp | 40.50%-23.3pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,808 | $3,272-44.7% | $5,045-64.2% | $3,332-45.7% |
| Admin fee / account holder | $811 | $3,932-79.4% | $8,159-90.1% | $4,645-82.5% |