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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 | $17,141 | $153,311-88.8% | $109,313-84.3% | $273,972-93.7% |
| Participation rate | 25.0% | 80.1%-55.1pp | 71.3%-46.3pp | 83.0%-58.0pp |
| Annual return | 6.46% | 29.86%-23.4pp | 22.07%-15.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,590 | $3,932-34.1% | $3,166-18.2% | $5,287-51.0% |
| Admin fee / account holder | $1,246 | $8,076-84.6% | $5,666-78.0% | $10,133-87.7% |