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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 | $13,642 | $58,493-76.7% | $84,021-83.8% | $72,975-81.3% |
| Participation rate | 29.6% | 61.2%-31.6pp | 69.0%-39.4pp | 69.5%-39.9pp |
| Annual return | 28.80% | 28.93%-0.1pp | 71.32%-42.5pp | 81.01%-52.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,850 | $2,394-22.7% | $3,239-42.9% | $3,608-48.7% |
| Admin fee / account holder | $3,147 | $4,569-31.1% | $6,102-48.4% | $5,124-38.6% |