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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 | $15,608 | $56,287-72.3% | $80,977-80.7% | $62,881-75.2% |
| Participation rate | 69.0% | 68.9%0pp | 75.8%-6.8pp | 69.3%-0.3pp |
| Annual return | 0.00% | 22.13%-22.1pp | 17.11%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,827 | $4,196+15.1% | $5,696-15.3% | $3,203+50.7% |
| Admin fee / account holder | $2,521 | $3,742-32.6% | $5,517-54.3% | $4,296-41.3% |