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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 | $19,194 | $76,371-74.9% | $93,621-79.5% | $72,976-73.7% |
| Participation rate | 44.9% | 71.8%-26.9pp | 75.8%-30.9pp | 69.5%-24.6pp |
| Annual return | 22.72% | 25.82%-3.1pp | 32.76%-10.0pp | 81.02%-58.3pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,567 | $3,538-55.7% | $4,070-61.5% | $3,608-56.6% |
| Admin fee / account holder | $334 | $6,839-95.1% | $7,890-95.8% | $5,124-93.5% |