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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 | $19,432 | $71,873-73.0% | $86,698-77.6% | $68,490-71.6% |
| Participation rate | 45.5% | 72.2%-26.8pp | 76.6%-31.1pp | 67.9%-22.4pp |
| Annual return | 6.66% | 3.54%+3.1pp | 35.96%-29.3pp | -7.85%+14.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,104 | $3,779-44.3% | $4,656-54.8% | $4,028-47.8% |
| Admin fee / account holder | $1,476 | $6,110-75.8% | $7,492-80.3% | $5,403-72.7% |