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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 | $13,495 | $153,769-91.2% | $133,975-89.9% | $273,972-95.1% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.1%-44.2pp | 83.0%-40.2pp |
| Annual return | 4.53% | 36.51%-32.0pp | 29.29%-24.8pp | 41.46%-36.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,498 | $6,958-64.1% | $6,282-60.2% | $5,287-52.7% |
| Admin fee / account holder | $6,290 | $11,765-46.5% | $9,324-32.5% | $10,133-37.9% |