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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 | $13,995 | $52,836-73.5% | $105,738-86.8% | $64,173-78.2% |
| Participation rate | 28.9% | 66.5%-37.7pp | 76.3%-47.4pp | 69.6%-40.7pp |
| Annual return | -2.60% | 14.30%-16.9pp | 6.27%-8.9pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,507 | $2,545-40.8% | $4,080-63.1% | $3,470-56.6% |
| Admin fee / account holder | $4,676 | $3,959+18.1% | $6,913-32.4% | $4,887-4.3% |