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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 | $17,923 | $215,361-91.7% | $171,082-89.5% | $273,972-93.5% |
| Participation rate | 65.2% | 82.0%-16.8pp | 76.7%-11.5pp | 83.0%-17.8pp |
| Annual return | 12.12% | 25.14%-13.0pp | 32.56%-20.4pp | 41.46%-29.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,398 | $5,543-56.7% | $4,797-50.0% | $5,287-54.6% |
| Admin fee / account holder | $973 | $10,846-91.0% | $8,520-88.6% | $10,133-90.4% |