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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 | $17,261 | $87,834-80.3% | $133,975-87.1% | $62,881-72.6% |
| Participation rate | 42.9% | 83.4%-40.5pp | 87.1%-44.2pp | 69.3%-26.4pp |
| Annual return | 11.75% | 12.05%-0.3pp | 29.29%-17.5pp | 20.14%-8.4pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,648 | $4,812-45.0% | $6,282-57.8% | $3,203-17.3% |
| Admin fee / account holder | $844 | $5,372-84.3% | $9,324-91.0% | $4,296-80.4% |