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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 | $15,655 | $88,672-82.3% | $105,223-85.1% | $82,448-81.0% |
| Participation rate | 32.4% | 67.9%-35.6pp | 75.0%-42.7pp | 68.1%-35.7pp |
| Annual return | 13.99% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,789 | $4,036-55.7% | $5,072-64.7% | $4,139-56.8% |
| Admin fee / account holder | $4,638 | $7,146-35.1% | $8,859-47.6% | $7,234-35.9% |