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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 | $22,168 | $181,896-87.8% | $156,551-85.8% | $273,972-91.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 7.59% | 30.74%-23.2pp | 32.23%-24.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,690 | $5,550-33.5% | $4,871-24.2% | $5,287-30.2% |
| Admin fee / account holder | $16,770 | $15,560+7.8% | $13,028+28.7% | $10,133+65.5% |