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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 | $13,732 | $64,359-78.7% | $90,161-84.8% | $70,126-80.4% |
| Participation rate | 55.8% | 70.4%-14.7pp | 76.9%-21.1pp | 69.5%-13.8pp |
| Annual return | 18.46% | 28.13%-9.7pp | 34.89%-16.4pp | 73.15%-54.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,997 | $4,389-31.7% | $5,287-43.3% | $3,332-10.0% |
| Admin fee / account holder | $3,371 | $3,945-14.6% | $5,943-43.3% | $4,645-27.4% |