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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 | $23,854 | $76,564-68.8% | $105,582-77.4% | $94,015-74.6% |
| Participation rate | 4.0% | 65.2%-61.2pp | 71.8%-67.8pp | 70.8%-66.8pp |
| Annual return | 16.68% | 20.69%-4.0pp | 18.61%-1.9pp | 17.84%-1.2pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,353-100.0% | $4,249-100.0% |
| Admin fee / account holder | $549 | $7,129-92.3% | $12,856-95.7% | $8,951-93.9% |