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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 | $22,159 | $83,485-73.5% | $125,195-82.3% | $72,976-69.6% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.5%-19.5pp |
| Annual return | 20.73% | 25.77%-5.0pp | 43.79%-23.1pp | 81.02%-60.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,604 | $3,586-27.4% | $4,937-47.3% | $3,608-27.8% |
| Admin fee / account holder | $397 | $5,518-92.8% | $9,704-95.9% | $5,124-92.3% |