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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 | $17,319 | $71,215-75.7% | $93,696-81.5% | $80,935-78.6% |
| Participation rate | 37.5% | 60.4%-22.9pp | 68.7%-31.2pp | 67.7%-30.2pp |
| Annual return | 11.40% | 11.27%+0.1pp | 133.74%-122.3pp | 35.66%-24.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,452 | $4,037-64.0% | $4,417-67.1% | $4,299-66.2% |
| Admin fee / account holder | $2,249 | $6,958-67.7% | $8,287-72.9% | $6,924-67.5% |