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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 | $13,527 | $88,707-84.8% | $74,184-81.8% | $273,972-95.1% |
| Participation rate | 52.9% | 79.4%-26.5pp | 76.6%-23.7pp | 83.0%-30.1pp |
| Annual return | 14.00% | 11.94%+2.1pp | 17.74%-3.7pp | 41.46%-27.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,968 | $4,212+18.0% | $3,550+40.0% | $5,287-6.0% |
| Admin fee / account holder | $4,788 | $8,717-45.1% | $5,586-14.3% | $10,133-52.7% |