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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 | $19,127 | $109,359-82.5% | $162,177-88.2% | $72,975-73.8% |
| Participation rate | 40.5% | 84.3%-43.8pp | 87.6%-47.1pp | 69.5%-29.0pp |
| Annual return | 18.45% | 25.46%-7.0pp | 115.60%-97.2pp | 81.01%-62.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,635 | $5,481-15.4% | $7,297-36.5% | $3,608+28.5% |
| Admin fee / account holder | $6,015 | $7,972-24.5% | $10,843-44.5% | $5,124+17.4% |