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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 | $18,693 | $73,102-74.4% | $123,553-84.9% | $56,289-66.8% |
| Participation rate | 47.2% | 74.3%-27.1pp | 82.3%-35.1pp | 69.9%-22.6pp |
| Annual return | 3.13% | 3.01%+0.1pp | 119.21%-116.1pp | -9.96%+13.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,992 | $5,423+10.5% | $6,426-6.8% | $3,350+78.9% |
| Admin fee / account holder | $1,607 | $554+190.2% | $9,284-82.7% | $521+208.4% |