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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 | $21,484 | $135,956-84.2% | $123,894-82.7% | $273,972-92.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 5.53% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,046 | $6,343-4.7% | $5,984+1.0% | $5,287+14.4% |
| Admin fee / account holder | $8,948 | $9,817-8.9% | $8,357+7.1% | $10,133-11.7% |