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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 | $8,307 | $102,609-91.9% | $98,090-91.5% | $138,895-94.0% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 17.38% | 36.44%-19.1pp | 37.05%-19.7pp | 145.39%-128.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,370 | $8,167-46.5% | $7,845-44.3% | $6,396-31.7% |
| Admin fee / account holder | $10,525 | $11,434-8.0% | $11,815-10.9% | $12,562-16.2% |