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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 | $18,778 | $58,828-68.1% | $78,002-75.9% | $62,881-70.1% |
| Participation rate | 68.3% | 71.1%-2.8pp | 75.5%-7.2pp | 69.3%-1.0pp |
| Annual return | 6.55% | 17.16%-10.6pp | 425.99%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,350 | $2,686-49.7% | $3,497-61.4% | $3,203-57.9% |
| Admin fee / account holder | $1,672 | $4,393-61.9% | $5,481-69.5% | $4,296-61.1% |