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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 | $22,048 | $71,615-69.2% | $153,416-85.6% | $65,306-66.2% |
| Participation rate | 16.0% | 49.3%-33.3pp | 74.3%-58.3pp | 57.7%-41.7pp |
| Annual return | 15.51% | 12.62%+2.9pp | 17.84%-2.3pp | 21.94%-6.4pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $3,764-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,398 | $2,236-37.5% | $4,723-70.4% | $2,959-52.8% |
| Admin fee / account holder | $6,954 | $3,498+98.8% | $13,095-46.9% | $3,480+99.8% |