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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 | $14,387 | $73,787-80.5% | $98,716-85.4% | $82,448-82.6% |
| Participation rate | 40.0% | 61.4%-21.4pp | 69.3%-29.3pp | 68.1%-28.1pp |
| Annual return | 24.28% | 18.57%+5.7pp | 31.81%-7.5pp | 41.64%-17.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,312 | $3,081-57.4% | $4,048-67.6% | $4,139-68.3% |
| Admin fee / account holder | $9,710 | $6,500+49.4% | $8,703+11.6% | $7,234+34.2% |