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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 | $19,026 | $48,364-60.7% | $71,796-73.5% | $62,881-69.7% |
| Participation rate | 36.0% | 60.6%-24.6pp | 69.1%-33.1pp | 69.3%-33.3pp |
| Annual return | 8.56% | 13.16%-4.6pp | 78.04%-69.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,145 | $2,091-45.2% | $2,794-59.0% | $3,203-64.3% |
| Admin fee / account holder | $434 | $3,771-88.5% | $4,815-91.0% | $4,296-89.9% |