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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 | $19,992 | $153,769-87.0% | $133,975-85.1% | $273,972-92.7% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.1%-42.6pp | 83.0%-38.6pp |
| Annual return | 4.67% | 36.51%-31.8pp | 29.29%-24.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,967 | $6,958-28.6% | $6,282-20.9% | $5,287-6.1% |
| Admin fee / account holder | $10,308 | $11,765-12.4% | $9,324+10.5% | $10,133+1.7% |