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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 | $15,558 | $93,346-83.3% | $71,796-78.3% | $273,972-94.3% |
| Participation rate | 43.8% | 76.5%-32.8pp | 69.1%-25.4pp | 83.0%-39.3pp |
| Annual return | 5.82% | 130.39%-124.6pp | 78.04%-72.2pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,280 | $3,475-63.2% | $2,794-54.2% | $5,287-75.8% |
| Admin fee / account holder | $3,741 | $6,571-43.1% | $4,815-22.3% | $10,133-63.1% |