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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 | $11,481 | $101,798-88.7% | $165,071-93.0% | $80,935-85.8% |
| Participation rate | 55.6% | 71.8%-16.3pp | 78.6%-23.1pp | 67.7%-12.1pp |
| Annual return | 13.74% | 16.73%-3.0pp | 70.17%-56.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,041 | $4,476-32.1% | $6,035-49.6% | $4,299-29.3% |
| Admin fee / account holder | $3,995 | $8,221-51.4% | $12,695-68.5% | $6,924-42.3% |