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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 | $20,746 | $81,208-74.5% | $98,920-79.0% | $79,852-74.0% |
| Participation rate | 60.9% | 72.5%-11.6pp | 76.0%-15.2pp | 69.6%-8.8pp |
| Annual return | 16.54% | 60.99%-44.5pp | 196.47%-179.9pp | 31.72%-15.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,661 | $3,265-18.5% | $4,245-37.3% | $3,740-28.9% |
| Admin fee / account holder | $1,961 | $6,013-67.4% | $6,643-70.5% | $5,306-63.0% |