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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 | $8,027 | $72,486-88.9% | $87,103-90.8% | $72,976-89.0% |
| Participation rate | 48.8% | 72.8%-24.0pp | 76.9%-28.0pp | 69.5%-20.7pp |
| Annual return | 20.81% | 24.46%-3.7pp | 28.19%-7.4pp | 81.02%-60.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,875 | $3,270-42.6% | $4,049-53.7% | $3,608-48.0% |
| Admin fee / account holder | $7,066 | $5,055+39.8% | $7,491-5.7% | $5,124+37.9% |