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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 | $16,045 | $93,589-82.9% | $135,942-88.2% | $75,181-78.7% |
| Participation rate | 53.8% | 75.2%-21.3pp | 81.9%-28.1pp | 67.2%-13.4pp |
| Annual return | 21.15% | 30.90%-9.8pp | 68.28%-47.1pp | 160.69%-139.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,507 | $6,405-45.2% | $7,759-54.8% | $4,126-15.0% |
| Admin fee / account holder | $2,173 | $6,977-68.9% | $10,764-79.8% | $5,650-61.5% |