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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 | $12,083 | $96,956-87.5% | $69,779-82.7% | $273,972-95.6% |
| Participation rate | 33.3% | 77.1%-43.7pp | 71.8%-38.5pp | 83.0%-49.7pp |
| Annual return | 5.80% | 12.93%-7.1pp | 12.99%-7.2pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $765 | $3,744-79.6% | $2,931-73.9% | $5,287-85.5% |
| Admin fee / account holder | $1,434 | $7,934-81.9% | $4,381-67.3% | $10,133-85.8% |