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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 | $18,452 | $48,364-61.8% | $71,796-74.3% | $62,881-70.7% |
| Participation rate | 44.4% | 60.6%-16.2pp | 69.1%-24.7pp | 69.3%-24.9pp |
| Annual return | 4.89% | 13.16%-8.3pp | 78.04%-73.1pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,171 | $2,091-44.0% | $2,794-58.1% | $3,203-63.5% |
| Admin fee / account holder | $7,251 | $3,771+92.3% | $4,815+50.6% | $4,296+68.8% |