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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 | $16,785 | $56,894-70.5% | $84,753-80.2% | $62,881-73.3% |
| Participation rate | 30.9% | 68.5%-37.6pp | 76.6%-45.7pp | 69.3%-38.4pp |
| Annual return | 4.48% | 6.30%-1.8pp | 22.78%-18.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,310 | $2,709-14.7% | $3,712-37.8% | $3,203-27.9% |
| Admin fee / account holder | $3,061 | $3,581-14.5% | $5,333-42.6% | $4,296-28.7% |