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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 | $16,242 | $96,558-83.2% | $80,977-79.9% | $273,972-94.1% |
| Participation rate | 43.8% | 79.1%-35.3pp | 75.8%-32.1pp | 83.0%-39.3pp |
| Annual return | 5.37% | 15.14%-9.8pp | 17.11%-11.7pp | 41.46%-36.1pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,559 | $6,598-76.4% | $5,696-72.6% | $5,287-70.5% |
| Admin fee / account holder | $619 | $7,493-91.7% | $5,517-88.8% | $10,133-93.9% |