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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 | $16,549 | $65,027-74.6% | $90,970-81.8% | $79,852-79.3% |
| Participation rate | 45.9% | 61.6%-15.7pp | 69.0%-23.1pp | 69.6%-23.7pp |
| Annual return | 19.07% | 30.45%-11.4pp | 134.58%-115.5pp | 31.72%-12.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,636 | $2,512-34.9% | $3,373-51.5% | $3,740-56.3% |
| Admin fee / account holder | $501 | $4,535-88.9% | $5,960-91.6% | $5,306-90.6% |