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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 | $16,073 | $93,598-82.8% | $135,974-88.2% | $75,173-78.6% |
| Participation rate | 39.4% | 75.2%-35.8pp | 81.9%-42.5pp | 67.2%-27.8pp |
| Annual return | 19.05% | 30.89%-11.8pp | 68.30%-49.3pp | 160.72%-141.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,304 | $6,405-1.6% | $7,760-18.8% | $4,126+52.8% |
| Admin fee / account holder | $2,465 | $6,978-64.7% | $10,767-77.1% | $5,651-56.4% |