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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 | $15,335 | $67,602-77.3% | $82,312-81.4% | $70,126-78.1% |
| Participation rate | 43.8% | 72.8%-28.9pp | 76.9%-33.1pp | 69.5%-25.7pp |
| Annual return | 13.12% | 21.57%-8.4pp | 25.88%-12.8pp | 73.15%-60.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,030 | $2,987-32.0% | $3,706-45.2% | $3,332-39.1% |
| Admin fee / account holder | $2,872 | $4,512-36.3% | $5,608-48.8% | $4,645-38.2% |