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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 | $14,294 | $106,524-86.6% | $152,301-90.6% | $87,485-83.7% |
| Participation rate | 48.6% | 75.8%-27.1pp | 82.4%-33.8pp | 68.9%-20.3pp |
| Annual return | 19.28% | 26.89%-7.6pp | 80.50%-61.2pp | 26.06%-6.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,420 | $6,525+13.7% | $8,004-7.3% | $4,274+73.6% |
| Admin fee / account holder | $543 | $8,287-93.4% | $14,398-96.2% | $7,775-93.0% |