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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 | $14,524 | $72,404-79.9% | $110,243-86.8% | $64,173-77.4% |
| Participation rate | 63.2% | 73.3%-10.2pp | 79.8%-16.7pp | 69.6%-6.4pp |
| Annual return | 16.38% | -6.29%+22.7pp | 314.76%-298.4pp | 7.63%+8.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,014 | $3,469-42.0% | $4,672-56.9% | $3,470-42.0% |
| Admin fee / account holder | $843 | $5,664-85.1% | $8,548-90.1% | $4,887-82.7% |