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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 | $12,870 | $86,938-85.2% | $102,423-87.4% | $80,925-84.1% |
| Participation rate | 48.0% | 72.4%-24.4pp | 76.5%-28.5pp | 67.7%-19.7pp |
| Annual return | 15.28% | 18.89%-3.6pp | 29.42%-14.1pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,247 | $4,120-45.5% | $5,054-55.5% | $4,299-47.7% |
| Admin fee / account holder | $3,043 | $8,053-62.2% | $9,455-67.8% | $6,940-56.2% |