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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 | $18,857 | $60,349-68.8% | $74,184-74.6% | $62,881-70.0% |
| Participation rate | 35.3% | 72.7%-37.4pp | 76.6%-41.3pp | 69.3%-34.0pp |
| Annual return | 49.98% | 21.38%+28.6pp | 17.74%+32.2pp | 20.14%+29.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,228 | $2,856+13.0% | $3,550-9.1% | $3,203+0.8% |
| Admin fee / account holder | $1,547 | $4,261-63.7% | $5,586-72.3% | $4,296-64.0% |