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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 | $20,550 | $80,983-74.6% | $96,544-78.7% | $75,177-72.7% |
| Participation rate | 38.7% | 71.8%-33.1pp | 76.0%-37.3pp | 67.2%-28.5pp |
| Annual return | 16.09% | 27.05%-11.0pp | 25.88%-9.8pp | 160.75%-144.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,428 | $3,929-12.7% | $4,851-29.3% | $4,126-16.9% |
| Admin fee / account holder | $7,627 | $6,717+13.6% | $8,254-7.6% | $5,651+35.0% |