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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 | $21,476 | $65,034-67.0% | $90,970-76.4% | $79,856-73.1% |
| Participation rate | 31.0% | 61.6%-30.7pp | 69.0%-38.1pp | 69.6%-38.7pp |
| Annual return | 15.47% | 30.45%-15.0pp | 134.60%-119.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,372 | $2,512-45.4% | $3,373-59.3% | $3,741-63.3% |
| Admin fee / account holder | $32,845 | $4,536+624.1% | $5,961+451.0% | $5,306+519.0% |