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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 | $11,232 | $49,249-77.2% | $70,476-84.1% | $79,852-85.9% |
| Participation rate | 60.0% | 69.2%-9.2pp | 75.1%-15.1pp | 69.6%-9.6pp |
| Annual return | 16.74% | 30.09%-13.3pp | 109.12%-92.4pp | 31.72%-15.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,599 | $2,769-42.2% | $3,710-56.9% | $3,740-57.2% |
| Admin fee / account holder | $530 | $2,878-81.6% | $3,847-86.2% | $5,306-90.0% |