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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 | $10,164 | $52,306-80.6% | $69,779-85.4% | $62,881-83.8% |
| Participation rate | 57.6% | 67.2%-9.7pp | 71.8%-14.2pp | 69.3%-11.7pp |
| Annual return | 6.44% | 13.35%-6.9pp | 12.99%-6.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,065 | $1,799-40.8% | $2,338-54.4% | $2,281-53.3% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,418 | $3,691-34.5% | $4,381-44.8% | $4,296-43.7% |