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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 | $27,523 | $78,423-64.9% | $95,964-71.3% | $79,856-65.5% |
| Participation rate | 35.0% | 73.5%-38.5pp | 77.1%-42.1pp | 69.6%-34.6pp |
| Annual return | 13.43% | 19.37%-5.9pp | 91.64%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,976 | $3,440-42.6% | $4,167-52.6% | $3,741-47.2% |
| Admin fee / account holder | $1,746 | $5,622-68.9% | $6,797-74.3% | $5,306-67.1% |