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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 | $18,002 | $56,287-68.0% | $80,977-77.8% | $62,881-71.4% |
| Participation rate | 47.2% | 68.9%-21.8pp | 75.8%-28.6pp | 69.3%-22.1pp |
| Annual return | 8.70% | 22.13%-13.4pp | 17.11%-8.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,778 | $4,196+13.9% | $5,696-16.1% | $3,203+49.2% |
| Admin fee / account holder | $13,721 | $3,742+266.7% | $5,517+148.7% | $4,296+219.4% |