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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 | $12,046 | $54,763-78.0% | $90,324-86.7% | $72,976-83.5% |
| Participation rate | 47.2% | 65.2%-17.9pp | 73.3%-26.1pp | 69.5%-22.3pp |
| Annual return | 24.92% | 30.63%-5.7pp | 78.15%-53.2pp | 81.02%-56.1pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,709 | $2,887-40.8% | $3,885-56.0% | $3,608-52.6% |
| Admin fee / account holder | $737 | $3,973-81.5% | $5,356-86.2% | $5,124-85.6% |