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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 | $17,565 | $73,988-76.3% | $96,538-81.8% | $75,177-76.6% |
| Participation rate | 61.5% | 66.4%-4.9pp | 74.3%-12.8pp | 67.2%-5.7pp |
| Annual return | 17.87% | 26.73%-8.9pp | 35.74%-17.9pp | 160.75%-142.9pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,925 | $3,660-47.4% | $4,880-60.6% | $4,126-53.4% |
| Admin fee / account holder | $2,421 | $5,220-53.6% | $6,737-64.1% | $5,651-57.2% |