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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 | $19,739 | $86,940-77.3% | $102,434-80.7% | $80,935-75.6% |
| Participation rate | 53.5% | 72.4%-18.9pp | 76.5%-23.0pp | 67.7%-14.2pp |
| Annual return | 15.13% | 18.89%-3.8pp | 29.46%-14.3pp | 35.66%-20.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,952 | $4,121-28.4% | $5,055-41.6% | $4,299-31.3% |
| Admin fee / account holder | $16,633 | $8,047+106.7% | $9,462+75.8% | $6,924+140.2% |