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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 | $15,647 | $67,602-76.9% | $82,312-81.0% | $70,126-77.7% |
| Participation rate | 52.9% | 72.8%-19.8pp | 76.9%-24.0pp | 69.5%-16.6pp |
| Annual return | 16.04% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,850 | $2,987-38.1% | $3,706-50.1% | $3,332-44.5% |
| Admin fee / account holder | $745 | $4,512-83.5% | $5,608-86.7% | $4,645-84.0% |