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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 | $11,694 | $153,311-92.4% | $109,313-89.3% | $273,972-95.7% |
| Participation rate | 16.7% | 80.1%-63.4pp | 71.3%-54.6pp | 83.0%-66.3pp |
| Annual return | 4.17% | 29.86%-25.7pp | 22.07%-17.9pp | 41.46%-37.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,407 | $3,932-64.2% | $3,166-55.6% | $5,287-73.4% |
| Admin fee / account holder | $5,819 | $8,076-28.0% | $5,666+2.7% | $10,133-42.6% |