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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 | $12,006 | $56,110-78.6% | $94,993-87.4% | $70,126-82.9% |
| Participation rate | 31.9% | 65.0%-33.1pp | 73.9%-42.0pp | 69.5%-37.6pp |
| Annual return | 37.04% | 51.02%-14.0pp | 27.14%+9.9pp | 73.15%-36.1pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,149 | $2,391+31.7% | $3,317-5.1% | $3,332-5.5% |
| Admin fee / account holder | $1,999 | $3,456-42.2% | $4,960-59.7% | $4,645-57.0% |