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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 | $18,289 | $67,595-72.9% | $186,193-90.2% | $64,340-71.6% |
| Participation rate | 34.7% | 51.9%-17.2pp | 77.1%-42.4pp | 55.2%-20.6pp |
| Annual return | 24.48% | 17.46%+7.0pp | 78.03%-53.5pp | 24.14%+0.3pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $3,918-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,354 | $3,023-55.2% | $6,513-79.2% | $2,980-54.6% |
| Admin fee / account holder | $2,293 | $5,311-56.8% | $11,058-79.3% | $3,703-38.1% |