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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 | $10,123 | $45,087-77.5% | $69,483-85.4% | $72,976-86.1% |
| Participation rate | 50.0% | 68.5%-18.5pp | 74.6%-24.6pp | 69.5%-19.5pp |
| Annual return | 15.57% | 22.67%-7.1pp | 28.99%-13.4pp | 81.02%-65.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,767 | $2,603-32.1% | $3,537-50.0% | $3,608-51.0% |
| Admin fee / account holder | $21,574 | $3,057+605.7% | $3,841+461.7% | $5,124+321.0% |