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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 | $21,054 | $86,298-75.6% | $111,308-81.1% | $85,847-75.5% |
| Participation rate | 58.8% | 73.3%-14.5pp | 77.3%-18.5pp | 69.3%-10.5pp |
| Annual return | 12.45% | 19.99%-7.5pp | 54.67%-42.2pp | 318.61%-306.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,843 | $3,641-21.9% | $4,487-36.6% | $3,952-28.1% |
| Admin fee / account holder | $734 | $8,189-91.0% | $7,965-90.8% | $6,261-88.3% |