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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 | $17,686 | $105,623-83.3% | $87,502-79.8% | $273,972-93.5% |
| Participation rate | 60.0% | 78.2%-18.2pp | 73.8%-13.8pp | 83.0%-23.0pp |
| Annual return | 7.00% | 12.26%-5.3pp | 12.21%-5.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $673 | $3,601-81.3% | $3,149-78.6% | $5,287-87.3% |
| Admin fee / account holder | $792 | $4,781-83.4% | $4,221-81.2% | $10,133-92.2% |