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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 | $15,629 | $60,349-74.1% | $74,184-78.9% | $62,881-75.1% |
| Participation rate | 63.0% | 72.7%-9.8pp | 76.6%-13.7pp | 69.3%-6.3pp |
| Annual return | 11.43% | 21.38%-9.9pp | 17.74%-6.3pp | 20.14%-8.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,406 | $2,856+159.3% | $3,550+108.6% | $3,203+131.2% |
| Admin fee / account holder | $1,939 | $4,261-54.5% | $5,586-65.3% | $4,296-54.9% |