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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 | $26,875 | $104,098-74.2% | $140,514-80.9% | $94,015-71.4% |
| Participation rate | 45.5% | 73.7%-28.3pp | 77.8%-32.3pp | 70.8%-25.4pp |
| Annual return | 18.47% | 15.14%+3.3pp | 14.36%+4.1pp | 17.84%+0.6pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,996 | $4,033-50.5% | $4,919-59.4% | $4,249-53.0% |
| Admin fee / account holder | $1,186 | $10,439-88.6% | $13,697-91.3% | $8,951-86.8% |