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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 | $20,943 | $62,583-66.5% | $76,767-72.7% | $64,173-67.4% |
| Participation rate | 45.5% | 72.8%-27.4pp | 77.0%-31.5pp | 69.6%-24.1pp |
| Annual return | 1.81% | -1.95%+3.8pp | 2.43%-0.6pp | 7.63%-5.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,280 | $3,145+36.1% | $3,852+11.1% | $3,470+23.4% |
| Admin fee / account holder | $9,439 | $4,667+102.2% | $6,675+41.4% | $4,887+93.1% |