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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 | $15,840 | $62,672-74.7% | $185,117-91.4% | $70,126-77.4% |
| Participation rate | 50.8% | 63.8%-13.0pp | 77.3%-26.5pp | 69.5%-18.8pp |
| Annual return | 22.83% | 40.79%-18.0pp | 40.50%-17.7pp | 73.15%-50.3pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,383 | $3,272-27.2% | $5,045-52.8% | $3,332-28.5% |
| Admin fee / account holder | $304 | $3,932-92.3% | $8,159-96.3% | $4,645-93.5% |