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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 | $76,834-81.3% | $108,359-86.7% | $87,485-83.6% |
| Participation rate | 40.0% | 61.7%-21.7pp | 70.1%-30.1pp | 68.9%-28.9pp |
| Annual return | 24.28% | 19.09%+5.2pp | 36.89%-12.6pp | 26.06%-1.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,312 | $3,100-57.7% | $4,137-68.3% | $4,274-69.3% |
| Admin fee / account holder | $9,710 | $6,537+48.5% | $9,741-0.3% | $7,775+24.9% |