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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 | $22,478 | $67,411-66.7% | $91,004-75.3% | $70,126-67.9% |
| Participation rate | 57.0% | 71.4%-14.4pp | 75.6%-18.6pp | 69.5%-12.6pp |
| Annual return | 21.95% | -40.16%+62.1pp | 4.60%+17.3pp | 73.15%-51.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,602 | $2,823-43.2% | $3,548-54.8% | $3,332-51.9% |
| Admin fee / account holder | $443 | $4,236-89.5% | $5,417-91.8% | $4,645-90.5% |