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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 | $19,773 | $60,349-67.2% | $74,184-73.3% | $62,881-68.6% |
| Participation rate | 47.4% | 72.7%-25.4pp | 76.6%-29.3pp | 69.3%-21.9pp |
| Annual return | 7.67% | 21.38%-13.7pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,326 | $2,856-53.6% | $3,550-62.6% | $3,203-58.6% |
| Admin fee / account holder | $4,507 | $4,261+5.8% | $5,586-19.3% | $4,296+4.9% |