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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 | $14,632 | $106,749-86.3% | $145,433-89.9% | $82,448-82.3% |
| Participation rate | 40.6% | 75.6%-35.0pp | 82.1%-41.5pp | 68.1%-27.4pp |
| Annual return | 21.06% | 27.59%-6.5pp | 66.58%-45.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,670 | $6,519-28.4% | $7,897-40.9% | $4,139+12.8% |
| Admin fee / account holder | $4,750 | $8,390-43.4% | $13,129-63.8% | $7,234-34.3% |