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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 | $13,334 | $73,978-82.0% | $96,515-86.2% | $75,173-82.3% |
| Participation rate | 44.0% | 66.4%-22.4pp | 74.3%-30.3pp | 67.2%-23.2pp |
| Annual return | 21.56% | 26.72%-5.2pp | 35.73%-14.2pp | 160.72%-139.2pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,140 | $3,660-14.2% | $4,880-35.7% | $4,126-23.9% |
| Admin fee / account holder | $940 | $5,219-82.0% | $6,735-86.0% | $5,651-83.4% |