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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 | $16,703 | $63,355-73.6% | $91,994-81.8% | $72,983-77.1% |
| Participation rate | 20.0% | 72.5%-52.5pp | 78.6%-58.6pp | 69.5%-49.5pp |
| Annual return | 28.41% | 35.35%-6.9pp | 69.03%-40.6pp | 81.01%-52.6pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,845 | $4,883-21.3% | $5,923-35.1% | $3,608+6.6% |
| Admin fee / account holder | $7,772 | $4,668+66.5% | $7,743+0.4% | $5,124+51.7% |