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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 | $13,911 | $78,682-82.3% | $109,188-87.3% | $85,851-83.8% |
| Participation rate | 54.8% | 68.3%-13.4pp | 75.9%-21.0pp | 69.3%-14.5pp |
| Annual return | 17.39% | 25.09%-7.7pp | 25.76%-8.4pp | 318.63%-301.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,530 | $3,468-27.0% | $4,654-45.6% | $3,952-36.0% |
| Admin fee / account holder | $734 | $5,470-86.6% | $6,755-89.1% | $6,261-88.3% |