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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 | $25,829 | $99,994-74.2% | $146,643-82.4% | $85,847-69.9% |
| Participation rate | 64.1% | 73.1%-9.0pp | 80.1%-16.0pp | 69.3%-5.3pp |
| Annual return | 15.52% | 18.93%-3.4pp | 22.75%-7.2pp | 318.61%-303.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,312 | $4,006-42.3% | $5,506-58.0% | $3,952-41.5% |
| Admin fee / account holder | $3,435 | $7,703-55.4% | $10,280-66.6% | $6,261-45.1% |