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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 | $14,675 | $99,341-85.2% | $84,750-82.7% | $273,965-94.6% |
| Participation rate | 42.1% | 80.7%-38.6pp | 76.6%-34.5pp | 83.0%-40.9pp |
| Annual return | 3.10% | 22.93%-19.8pp | 22.78%-19.7pp | 41.45%-38.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,532 | $4,269-64.1% | $3,712-58.7% | $5,287-71.0% |
| Admin fee / account holder | $8,476 | $6,644+27.6% | $5,332+59.0% | $10,132-16.3% |