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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 | $20,527 | $62,086-66.9% | $90,259-77.3% | $64,340-68.1% |
| Participation rate | 16.5% | 53.9%-37.4pp | 70.7%-54.2pp | 55.2%-38.7pp |
| Annual return | 20.59% | 16.73%+3.9pp | 18.88%+1.7pp | 24.14%-3.6pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $2,291-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,264 | $2,557-50.6% | $3,827-67.0% | $2,980-57.6% |
| Admin fee / account holder | $1,666 | $3,317-49.8% | $7,267-77.1% | $3,703-55.0% |