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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 | $13,632 | $57,828-76.4% | $117,039-88.4% | $70,126-80.6% |
| Participation rate | 41.5% | 67.1%-25.7pp | 77.2%-35.7pp | 69.5%-28.1pp |
| Annual return | 17.45% | 17.55%-0.1pp | 18.95%-1.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,831 | $2,438-24.9% | $3,929-53.4% | $3,332-45.0% |
| Admin fee / account holder | $2,557 | $3,548-27.9% | $5,974-57.2% | $4,645-45.0% |