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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 | $22,130 | $65,034-66.0% | $90,970-75.7% | $79,856-72.3% |
| Participation rate | 54.3% | 61.6%-7.3pp | 69.0%-14.7pp | 69.6%-15.4pp |
| Annual return | 15.26% | 30.45%-15.2pp | 134.60%-119.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,950 | $2,512-22.4% | $3,373-42.2% | $3,741-47.9% |
| Admin fee / account holder | $869 | $4,536-80.8% | $5,961-85.4% | $5,306-83.6% |