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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 | $11,611 | $59,839-80.6% | $81,988-85.8% | $79,858-85.5% |
| Participation rate | 32.4% | 61.6%-29.3pp | 69.3%-36.9pp | 69.6%-37.3pp |
| Annual return | 19.41% | 17.56%+1.9pp | 41.31%-21.9pp | 31.72%-12.3pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,828 | $2,695-32.2% | $3,722-50.9% | $3,740-51.1% |
| Admin fee / account holder | $403 | $4,287-90.6% | $5,665-92.9% | $5,306-92.4% |