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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 | $11,466 | $69,012-83.4% | $160,009-92.8% | $68,486-83.3% |
| Participation rate | 53.9% | 65.4%-11.5pp | 78.0%-24.0pp | 67.9%-13.9pp |
| Annual return | 10.85% | -9.65%+20.5pp | 408.85%-398.0pp | -7.85%+18.7pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,968 | $4,212-29.5% | $6,183-52.0% | $4,028-26.3% |
| Admin fee / account holder | $2,116 | $4,798-55.9% | $8,715-75.7% | $5,404-60.8% |