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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 | $20,371 | $54,541-62.7% | $78,778-74.1% | $70,126-71.0% |
| Participation rate | 58.6% | 60.8%-2.2pp | 69.2%-10.6pp | 69.5%-10.9pp |
| Annual return | 18.98% | 21.07%-2.1pp | 35.62%-16.6pp | 73.15%-54.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,490 | $2,210+12.7% | $2,958-15.8% | $3,332-25.3% |
| Admin fee / account holder | $5,623 | $3,709+51.6% | $5,134+9.5% | $4,645+21.0% |