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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 | $18,251 | $71,057-74.3% | $93,654-80.5% | $80,874-77.4% |
| Participation rate | 38.0% | 60.4%-22.4pp | 68.7%-30.7pp | 67.6%-29.6pp |
| Annual return | 13.55% | 11.26%+2.3pp | 133.34%-119.8pp | 35.62%-22.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,939 | $4,034-51.9% | $4,413-56.1% | $4,297-54.9% |
| Admin fee / account holder | $1,854 | $6,944-73.3% | $8,282-77.6% | $6,935-73.3% |