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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 | $15,941 | $101,798-84.3% | $165,071-90.3% | $80,935-80.3% |
| Participation rate | 45.7% | 71.8%-26.1pp | 78.6%-32.9pp | 67.7%-21.9pp |
| Annual return | 11.75% | 16.73%-5.0pp | 70.17%-58.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,516 | $4,476-21.5% | $6,035-41.7% | $4,299-18.2% |
| Admin fee / account holder | $788 | $8,221-90.4% | $12,695-93.8% | $6,924-88.6% |