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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 | $10,083 | $105,623-90.5% | $87,502-88.5% | $273,972-96.3% |
| Participation rate | 17.4% | 78.2%-60.8pp | 73.8%-56.4pp | 83.0%-65.6pp |
| Annual return | 5.67% | 12.26%-6.6pp | 12.21%-6.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $432 | $3,601-88.0% | $3,149-86.3% | $5,287-91.8% |
| Admin fee / account holder | $2,224 | $4,781-53.5% | $4,221-47.3% | $10,133-78.1% |