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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 | $4,118 | $72,114-94.3% | $108,745-96.2% | $62,881-93.5% |
| Participation rate | 59.3% | 74.6%-15.3pp | 77.7%-18.4pp | 69.3%-10.0pp |
| Annual return | 12.60% | 13.41%-0.8pp | 46.22%-33.6pp | 20.14%-7.5pp |
| Employer contribution / active EE | $0 | $2,694-100.0% | $3,323-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,069 | $4,044-48.9% | $5,121-59.6% | $3,203-35.4% |
| Admin fee / account holder | $1,403 | $4,608-69.6% | $6,144-77.2% | $4,296-67.3% |