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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 | $65,122-66.1% | $135,792-83.8% | $64,097-65.6% |
| Participation rate | 16.0% | 47.1%-31.1pp | 72.6%-56.6pp | 55.2%-39.2pp |
| Annual return | 15.51% | 14.53%+1.0pp | 25.96%-10.4pp | 34.64%-19.1pp |
| Employer contribution / active EE | $0 | $1,280-100.0% | $3,496-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,398 | $2,219-37.0% | $4,759-70.6% | $3,080-54.6% |
| Admin fee / account holder | $6,954 | $3,120+122.9% | $12,266-43.3% | $3,454+101.3% |