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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 | $13,606 | $76,550-82.2% | $123,894-89.0% | $62,881-78.4% |
| Participation rate | 18.5% | 73.0%-54.5pp | 81.4%-62.9pp | 69.3%-50.8pp |
| Annual return | 33.65% | 18.67%+15.0pp | 47.52%-13.9pp | 20.14%+13.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $10,971 | $4,840+126.7% | $5,984+83.3% | $3,203+242.5% |
| Admin fee / account holder | $1,227 | $4,826-74.6% | $8,357-85.3% | $4,296-71.4% |