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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 | $20,263 | $56,197-63.9% | $67,652-70.0% | $59,633-66.0% |
| Participation rate | 40.5% | 71.5%-31.0pp | 75.7%-35.2pp | 68.7%-28.2pp |
| Annual return | 0.05% | 18508.10%-18508.1pp | 6625.40%-6625.3pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,806 | $2,844-36.5% | $3,560-49.3% | $3,192-43.4% |
| Admin fee / account holder | $1,801 | $3,958-54.5% | $4,821-62.6% | $4,297-58.1% |