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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 | $18,251 | $71,215-74.4% | $93,696-80.5% | $80,935-77.4% |
| Participation rate | 38.0% | 60.4%-22.4pp | 68.7%-30.7pp | 67.7%-29.7pp |
| Annual return | 13.55% | 11.27%+2.3pp | 133.74%-120.2pp | 35.66%-22.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,939 | $4,037-52.0% | $4,417-56.1% | $4,299-54.9% |
| Admin fee / account holder | $1,854 | $6,958-73.3% | $8,287-77.6% | $6,924-73.2% |