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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 | $18,937 | $48,364-60.8% | $71,796-73.6% | $62,881-69.9% |
| Participation rate | 51.2% | 60.6%-9.4pp | 69.1%-17.9pp | 69.3%-18.1pp |
| Annual return | 6.87% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,002 | $2,091-52.1% | $2,794-64.1% | $3,203-68.7% |
| Admin fee / account holder | $2,435 | $3,771-35.4% | $4,815-49.4% | $4,296-43.3% |