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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 | $19,321 | $75,963-74.6% | $97,995-80.3% | $70,126-72.4% |
| Participation rate | 67.9% | 77.0%-9.1pp | 82.4%-14.5pp | 69.5%-1.7pp |
| Annual return | 18.28% | 19.26%-1.0pp | 23.94%-5.7pp | 73.15%-54.9pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,966 | $4,053+71.8% | $5,097+36.7% | $3,332+109.1% |
| Admin fee / account holder | $473 | $5,407-91.2% | $5,943-92.0% | $4,645-89.8% |