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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 | $19,878 | $75,183-73.6% | $123,894-84.0% | $55,167-64.0% |
| Participation rate | 15.8% | 72.8%-57.0pp | 81.4%-65.6pp | 69.0%-53.2pp |
| Annual return | 11.22% | 19.01%-7.8pp | 47.52%-36.3pp | 169.23%-158.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,574 | $5,084-49.4% | $5,984-57.0% | $3,054-15.7% |
| Admin fee / account holder | $2,823 | $663+326.1% | $8,357-66.2% | $504+460.3% |