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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 | $12,100 | $71,230-83.0% | $93,727-87.1% | $80,959-85.1% |
| Participation rate | 48.6% | 60.4%-11.8pp | 68.7%-20.1pp | 67.7%-19.1pp |
| Annual return | 17.75% | 11.26%+6.5pp | 133.83%-116.1pp | 35.67%-17.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,031 | $4,037-49.7% | $4,417-54.0% | $4,300-52.8% |
| Admin fee / account holder | $2,770 | $6,961-60.2% | $8,292-66.6% | $6,925-60.0% |