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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 | $17,016 | $86,922-80.4% | $102,438-83.4% | $80,874-79.0% |
| Participation rate | 35.1% | 72.4%-37.2pp | 76.5%-41.4pp | 67.6%-32.5pp |
| Annual return | 12.91% | 18.90%-6.0pp | 29.37%-16.5pp | 35.62%-22.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,179 | $4,119-47.1% | $5,054-56.9% | $4,297-49.3% |
| Admin fee / account holder | $3,192 | $8,050-60.3% | $9,448-66.2% | $6,935-54.0% |