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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 | $12,313 | $56,287-78.1% | $80,977-84.8% | $62,881-80.4% |
| Participation rate | 53.8% | 68.9%-15.1pp | 75.8%-22.0pp | 69.3%-15.5pp |
| Annual return | 12.86% | 22.13%-9.3pp | 17.11%-4.2pp | 20.14%-7.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,049 | $4,196+20.3% | $5,696-11.4% | $3,203+57.6% |
| Admin fee / account holder | $2,477 | $3,742-33.8% | $5,517-55.1% | $4,296-42.3% |