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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 | $11,578 | $101,950-88.6% | $125,529-90.8% | $86,983-86.7% |
| Participation rate | 46.7% | 70.2%-23.5pp | 74.7%-28.1pp | 69.5%-22.9pp |
| Annual return | 20.78% | 18.29%+2.5pp | 202.56%-181.8pp | 25.83%-5.1pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,948 | $3,862-49.6% | $4,813-59.5% | $4,194-53.6% |
| Admin fee / account holder | $2,860 | $12,791-77.6% | $16,298-82.5% | $7,856-63.6% |