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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 | $12,160 | $96,558-87.4% | $80,977-85.0% | $273,972-95.6% |
| Participation rate | 28.6% | 79.1%-50.5pp | 75.8%-47.2pp | 83.0%-54.4pp |
| Annual return | 11.79% | 15.14%-3.4pp | 17.11%-5.3pp | 41.46%-29.7pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,116 | $6,598-67.9% | $5,696-62.9% | $5,287-60.0% |
| Admin fee / account holder | $17,353 | $7,493+131.6% | $5,517+214.6% | $10,133+71.3% |