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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 | $10,855 | $81,446-86.7% | $103,374-89.5% | $80,874-86.6% |
| Participation rate | 69.8% | 66.9%+2.9pp | 74.5%-4.7pp | 67.6%+2.1pp |
| Annual return | 13.18% | 25.57%-12.4pp | 24.89%-11.7pp | 35.62%-22.4pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,045 | $3,870-21.3% | $5,058-39.8% | $4,297-29.1% |
| Admin fee / account holder | $2,882 | $6,715-57.1% | $8,394-65.7% | $6,935-58.4% |