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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 | $23,013 | $94,529-75.7% | $140,019-83.6% | $64,173-64.1% |
| Participation rate | 35.7% | 84.1%-48.4pp | 87.5%-51.8pp | 69.6%-33.9pp |
| Annual return | 0.58% | 7.77%-7.2pp | 651.15%-650.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,691 | $5,250-48.8% | $6,927-61.2% | $3,470-22.5% |
| Admin fee / account holder | $13,416 | $6,741+99.0% | $10,705+25.3% | $4,887+174.5% |