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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 | $14,621 | $54,541-73.2% | $78,778-81.4% | $70,126-79.2% |
| Participation rate | 58.1% | 60.8%-2.7pp | 69.2%-11.1pp | 69.5%-11.5pp |
| Annual return | 22.68% | 21.07%+1.6pp | 35.62%-12.9pp | 73.15%-50.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,298 | $2,210+4.0% | $2,958-22.3% | $3,332-31.0% |
| Admin fee / account holder | $2,345 | $3,709-36.8% | $5,134-54.3% | $4,645-49.5% |