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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 | $12,579 | $76,564-83.6% | $105,582-88.1% | $94,015-86.6% |
| Participation rate | 31.8% | 65.2%-33.4pp | 71.8%-40.0pp | 70.8%-39.0pp |
| Annual return | 24.58% | 20.69%+3.9pp | 18.61%+6.0pp | 17.84%+6.7pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,643 | $3,320-50.5% | $4,353-62.3% | $4,249-61.3% |
| Admin fee / account holder | $2,397 | $7,129-66.4% | $12,856-81.4% | $8,951-73.2% |