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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 | $9,683 | $99,345-90.3% | $84,753-88.6% | $273,972-96.5% |
| Participation rate | 65.0% | 80.7%-15.7pp | 76.6%-11.6pp | 83.0%-18.0pp |
| Annual return | 13.98% | 22.93%-9.0pp | 22.78%-8.8pp | 41.46%-27.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,781 | $4,270-58.3% | $3,712-52.0% | $5,287-66.3% |
| Admin fee / account holder | $1,060 | $6,645-84.0% | $5,333-80.1% | $10,133-89.5% |