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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 | $17,984 | $56,287-68.0% | $80,977-77.8% | $62,881-71.4% |
| Participation rate | 53.8% | 68.9%-15.1pp | 75.8%-22.0pp | 69.3%-15.5pp |
| Annual return | 13.24% | 22.13%-8.9pp | 17.11%-3.9pp | 20.14%-6.9pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,169 | $4,196-24.5% | $5,696-44.4% | $3,203-1.0% |
| Admin fee / account holder | $2,114 | $3,742-43.5% | $5,517-61.7% | $4,296-50.8% |