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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 | $25,479 | $72,404-64.8% | $110,243-76.9% | $64,173-60.3% |
| Participation rate | 42.9% | 73.3%-30.5pp | 79.8%-37.0pp | 69.6%-26.7pp |
| Annual return | 5.01% | -6.29%+11.3pp | 314.76%-309.7pp | 7.63%-2.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,942 | $3,469-44.0% | $4,672-58.4% | $3,470-44.0% |
| Admin fee / account holder | $3,245 | $5,664-42.7% | $8,548-62.0% | $4,887-33.6% |