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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 | $19,696 | $73,978-73.4% | $96,515-79.6% | $75,173-73.8% |
| Participation rate | 31.1% | 66.4%-35.3pp | 74.3%-43.2pp | 67.2%-36.1pp |
| Annual return | 21.40% | 26.72%-5.3pp | 35.73%-14.3pp | 160.72%-139.3pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,981 | $3,660-45.9% | $4,880-59.4% | $4,126-52.0% |
| Admin fee / account holder | $2,203 | $5,219-57.8% | $6,735-67.3% | $5,651-61.0% |