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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 | $17,156 | $93,598-81.7% | $135,974-87.4% | $75,173-77.2% |
| Participation rate | 16.3% | 75.2%-58.9pp | 81.9%-65.6pp | 67.2%-50.9pp |
| Annual return | 18.74% | 30.89%-12.1pp | 68.30%-49.6pp | 160.72%-142.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,934 | $6,405-54.2% | $7,760-62.2% | $4,126-28.9% |
| Admin fee / account holder | $3,316 | $6,978-52.5% | $10,767-69.2% | $5,651-41.3% |