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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 | $20,898 | $81,504-74.4% | $102,437-79.6% | $80,959-74.2% |
| Participation rate | 53.1% | 66.9%-13.8pp | 74.5%-21.4pp | 67.7%-14.6pp |
| Annual return | 11.19% | 25.60%-14.4pp | 24.95%-13.8pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,553 | $3,104-17.8% | $3,871-34.1% | $2,757-7.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,928 | $6,719-56.4% | $8,388-65.1% | $6,925-57.7% |