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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 | $12,162 | $215,361-94.4% | $171,082-92.9% | $273,972-95.6% |
| Participation rate | 42.9% | 82.0%-39.2pp | 76.7%-33.8pp | 83.0%-40.2pp |
| Annual return | 13.07% | 25.14%-12.1pp | 32.56%-19.5pp | 41.46%-28.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,044 | $5,543-27.0% | $4,797-15.7% | $5,287-23.5% |
| Admin fee / account holder | $9,994 | $10,846-7.9% | $8,520+17.3% | $10,133-1.4% |