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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 | $13,218 | $77,574-83.0% | $108,753-87.8% | $86,983-84.8% |
| Participation rate | 30.8% | 62.3%-31.5pp | 71.1%-40.3pp | 69.5%-38.8pp |
| Annual return | 18.20% | 18.42%-0.2pp | 37.47%-19.3pp | 25.83%-7.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,383 | $3,128-55.8% | $4,115-66.4% | $4,194-67.0% |
| Admin fee / account holder | $969 | $6,529-85.2% | $10,320-90.6% | $7,856-87.7% |