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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 | $10,864 | $63,845-83.0% | $81,370-86.6% | $80,959-86.6% |
| Participation rate | 57.7% | 63.9%-6.2pp | 69.5%-11.8pp | 67.7%-10.0pp |
| Annual return | 13.13% | 16.37%-3.2pp | 24.85%-11.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,793 | $3,093-42.0% | $3,885-53.9% | $4,300-58.3% |
| Admin fee / account holder | $2,542 | $5,688-55.3% | $5,749-55.8% | $6,925-63.3% |