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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 | $13,413 | $78,707-83.0% | $117,861-88.6% | $70,126-80.9% |
| Participation rate | 64.3% | 73.2%-8.9pp | 79.7%-15.4pp | 69.5%-5.3pp |
| Annual return | 13.93% | 23.30%-9.4pp | 335.11%-321.2pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,823 | $3,297-44.7% | $4,482-59.3% | $3,332-45.3% |
| Admin fee / account holder | $3,553 | $5,066-29.9% | $8,021-55.7% | $4,645-23.5% |