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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 | $21,127 | $86,949-75.7% | $102,460-79.4% | $80,959-73.9% |
| Participation rate | 52.5% | 72.4%-19.9pp | 76.5%-24.1pp | 67.7%-15.2pp |
| Annual return | 16.01% | 18.89%-2.9pp | 29.47%-13.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,026 | $4,121-50.8% | $5,056-59.9% | $4,300-52.9% |
| Admin fee / account holder | $1,226 | $8,048-84.8% | $9,460-87.0% | $6,925-82.3% |