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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 | $22,723 | $78,423-71.0% | $95,964-76.3% | $79,856-71.5% |
| Participation rate | 28.1% | 73.5%-45.4pp | 77.1%-49.0pp | 69.6%-41.5pp |
| Annual return | 16.14% | 19.37%-3.2pp | 91.64%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,169 | $3,440-36.9% | $4,167-47.9% | $3,741-42.0% |
| Admin fee / account holder | $6,057 | $5,622+7.7% | $6,797-10.9% | $5,306+14.1% |