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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 | $15,786 | $126,661-87.5% | $113,397-86.1% | $138,895-88.6% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.5%-22.0pp | 79.9%-25.4pp |
| Annual return | 10.68% | 25.05%-14.4pp | 23.20%-12.5pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,569 | $5,693-19.7% | $5,076-10.0% | $6,396-28.6% |
| Admin fee / account holder | $14,861 | $14,549+2.1% | $11,957+24.3% | $12,562+18.3% |