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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 | $16,739 | $73,978-77.4% | $96,515-82.7% | $75,173-77.7% |
| Participation rate | 50.7% | 66.4%-15.7pp | 74.3%-23.7pp | 67.2%-16.5pp |
| Annual return | 15.20% | 26.72%-11.5pp | 35.73%-20.5pp | 160.72%-145.5pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,630 | $3,660-55.5% | $4,880-66.6% | $4,126-60.5% |
| Admin fee / account holder | $3,966 | $5,219-24.0% | $6,735-41.1% | $5,651-29.8% |