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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 | $24,645 | $199,109-87.6% | $173,730-85.8% | $154,746-84.1% |
| Participation rate | 64.7% | 82.8%-18.1pp | 79.6%-14.9pp | 80.7%-16.0pp |
| Annual return | 21.56% | 20.02%+1.5pp | 19.96%+1.6pp | 172.34%-150.8pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,791 | $7,113-60.8% | $6,326-55.9% | $6,730-58.5% |
| Admin fee / account holder | $302 | $20,916-98.6% | $17,523-98.3% | $14,365-97.9% |