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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 | $10,666 | $84,236-87.3% | $170,435-93.7% | $70,126-84.8% |
| Participation rate | 31.6% | 70.8%-39.3pp | 83.6%-52.0pp | 69.5%-38.0pp |
| Annual return | 17.73% | 23.06%-5.3pp | 205.94%-188.2pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,139 | $3,086-63.1% | $4,939-76.9% | $3,332-65.8% |
| Admin fee / account holder | $3,073 | $5,698-46.1% | $13,881-77.9% | $4,645-33.9% |