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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 | $12,247 | $72,269-83.1% | $101,271-87.9% | $79,852-84.7% |
| Participation rate | 27.3% | 68.5%-41.2pp | 75.8%-48.5pp | 69.6%-42.4pp |
| Annual return | 17.65% | 22.29%-4.6pp | 46.48%-28.8pp | 31.72%-14.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,503 | $3,282-54.2% | $4,371-65.6% | $3,740-59.8% |
| Admin fee / account holder | $1,949 | $4,401-55.7% | $5,948-67.2% | $5,306-63.3% |