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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 | $18,052 | $74,535-75.8% | $100,712-82.1% | $82,637-78.2% |
| Participation rate | 39.3% | 61.2%-21.9pp | 69.3%-30.0pp | 68.1%-28.8pp |
| Annual return | 18.43% | 18.92%-0.5pp | 33.27%-14.8pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,714 | $3,074-44.3% | $4,085-58.1% | $4,126-58.5% |
| Admin fee / account holder | $2,164 | $6,576-67.1% | $9,256-76.6% | $7,339-70.5% |