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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 | $20,787 | $181,896-88.6% | $156,551-86.7% | $273,972-92.4% |
| Participation rate | 56.3% | 88.4%-32.1pp | 84.0%-27.8pp | 83.0%-26.8pp |
| Annual return | 4.77% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,180 | $5,550-60.7% | $4,871-55.2% | $5,287-58.8% |
| Admin fee / account holder | $3,522 | $15,560-77.4% | $13,028-73.0% | $10,133-65.2% |