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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 | $16,787 | $81,870-79.5% | $119,608-86.0% | $68,495-75.5% |
| Participation rate | 28.6% | 71.9%-43.3pp | 79.3%-50.7pp | 67.9%-39.3pp |
| Annual return | 4.79% | -23.82%+28.6pp | -14.98%+19.8pp | -7.84%+12.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,003 | $4,148+20.6% | $5,601-10.7% | $4,028+24.2% |
| Admin fee / account holder | $4,296 | $6,583-34.7% | $10,326-58.4% | $5,403-20.5% |