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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 | $18,228 | $112,596-83.8% | $152,301-88.0% | $64,728-71.8% |
| Participation rate | 9.5% | 63.6%-54.2pp | 82.4%-73.0pp | 57.9%-48.4pp |
| Annual return | 16.13% | 23.76%-7.6pp | 80.50%-64.4pp | 49.38%-33.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,624-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $509 | $6,075-91.6% | $8,004-93.6% | $2,729-81.3% |
| Admin fee / account holder | $344 | $996-65.4% | $14,398-97.6% | $1,145-69.9% |