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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 | $14,168 | $78,013-81.8% | $178,449-92.1% | $80,911-82.5% |
| Participation rate | 64.4% | 65.7%-1.2pp | 77.1%-12.7pp | 67.6%-3.2pp |
| Annual return | 11.73% | 18.07%-6.3pp | 27.09%-15.4pp | 35.63%-23.9pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,643 | $4,408-17.3% | $6,277-42.0% | $4,297-15.2% |
| Admin fee / account holder | $4,313 | $7,166-39.8% | $10,362-58.4% | $6,935-37.8% |