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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 | $13,819 | $84,236-83.6% | $170,435-91.9% | $70,126-80.3% |
| Participation rate | 49.4% | 70.8%-21.4pp | 83.6%-34.2pp | 69.5%-20.1pp |
| Annual return | 37.52% | 23.06%+14.5pp | 205.94%-168.4pp | 73.15%-35.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,892 | $3,086-38.7% | $4,939-61.7% | $3,332-43.2% |
| Admin fee / account holder | $476 | $5,698-91.6% | $13,881-96.6% | $4,645-89.8% |