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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 | $8,882 | $64,359-86.2% | $90,161-90.1% | $70,126-87.3% |
| Participation rate | 64.7% | 70.4%-5.7pp | 76.9%-12.2pp | 69.5%-4.8pp |
| Annual return | 19.90% | 28.13%-8.2pp | 34.89%-15.0pp | 73.15%-53.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,423 | $4,389-44.8% | $5,287-54.2% | $3,332-27.3% |
| Admin fee / account holder | $1,192 | $3,945-69.8% | $5,943-79.9% | $4,645-74.3% |