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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 | $26,062 | $181,896-85.7% | $156,551-83.4% | $273,972-90.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 29.07% | 30.74%-1.7pp | 32.23%-3.2pp | 41.46%-12.4pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,744 | $5,550-50.6% | $4,871-43.7% | $5,287-48.1% |
| Admin fee / account holder | $915 | $15,560-94.1% | $13,028-93.0% | $10,133-91.0% |