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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 | $19,168 | $61,660-68.9% | $80,022-76.0% | $64,173-70.1% |
| Participation rate | 48.1% | 71.7%-23.5pp | 75.8%-27.7pp | 69.6%-21.4pp |
| Annual return | 37.83% | -0.33%+38.2pp | 11.22%+26.6pp | 7.63%+30.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,330 | $2,968-55.2% | $3,686-63.9% | $3,470-61.7% |
| Admin fee / account holder | $2,358 | $5,417-56.5% | $6,521-63.8% | $4,887-51.8% |