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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 | $14,446 | $91,019-84.1% | $392,568-96.3% | $72,976-80.2% |
| Participation rate | 58.7% | 74.4%-15.7pp | 78.1%-19.4pp | 69.5%-10.8pp |
| Annual return | 23.22% | 20.00%+3.2pp | 24.42%-1.2pp | 81.02%-57.8pp |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,783-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,477 | $4,570-45.8% | $5,985-58.6% | $3,608-31.3% |
| Admin fee / account holder | $1,713 | $4,895-65.0% | $6,260-72.6% | $5,124-66.6% |