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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 | $14,919 | $73,981-79.8% | $105,754-85.9% | $62,881-76.3% |
| Participation rate | 27.1% | 71.7%-44.6pp | 78.9%-51.8pp | 69.3%-42.2pp |
| Annual return | 0.00% | 17.60%-17.6pp | 12.25%-12.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,014 | $4,038-50.1% | $5,326-62.2% | $3,203-37.1% |
| Admin fee / account holder | $744 | $5,976-87.6% | $8,309-91.1% | $4,296-82.7% |