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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 | $24,879 | $132,310-81.2% | $105,754-76.5% | $273,972-90.9% |
| Participation rate | 55.6% | 83.2%-27.6pp | 78.9%-23.4pp | 83.0%-27.5pp |
| Annual return | 6.18% | 10.08%-3.9pp | 12.25%-6.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,099 | $6,233-66.3% | $5,326-60.6% | $5,287-60.3% |
| Admin fee / account holder | $3,842 | $12,036-68.1% | $8,309-53.8% | $10,133-62.1% |