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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 | $18,039 | $48,364-62.7% | $71,796-74.9% | $62,881-71.3% |
| Participation rate | 58.5% | 60.6%-2.1pp | 69.1%-10.6pp | 69.3%-10.8pp |
| Annual return | 8.25% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,330 | $2,091-36.4% | $2,794-52.4% | $3,203-58.5% |
| Admin fee / account holder | $1,488 | $3,771-60.5% | $4,815-69.1% | $4,296-65.4% |