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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 | $11,919 | $54,757-78.2% | $90,304-86.8% | $72,975-83.7% |
| Participation rate | 53.2% | 65.2%-11.9pp | 73.3%-20.0pp | 69.5%-16.3pp |
| Annual return | 16.96% | 30.63%-13.7pp | 78.13%-61.2pp | 81.01%-64.0pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $803 | $2,887-72.2% | $3,885-79.3% | $3,608-77.7% |
| Admin fee / account holder | $2,033 | $3,973-48.8% | $5,354-62.0% | $5,124-60.3% |